See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,885 | $167,484+59.9% | $151,611+76.7% | $134,475+99.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.51% | 7.80%-37.3pp | 3.33%-32.8pp | 417.96%-447.5pp |
| Employer contribution / active EE | $18,085 | $6,829+164.8% | $6,166+193.3% | $4,740+281.6% |
| Participant deferral / active EE | $20,300 | $8,986+125.9% | $8,363+142.7% | $6,400+217.2% |
| Admin fee / account holder | $49 | $13,783-99.6% | $11,616-99.6% | $11,426-99.6% |