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 | $304,399 | $144,119+111.2% | $117,854+158.3% | $147,584+106.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | -20.12% | 531.15%-551.3pp | 335.08%-355.2pp | 578.55%-598.7pp |
| Employer contribution / active EE | $11,730 | $4,896+139.5% | $3,786+209.8% | $4,876+140.5% |
| Participant deferral / active EE | $4,251 | $5,316-20.0% | $4,482-5.2% | $5,439-21.8% |
| Admin fee / account holder | $254 | $10,886-97.7% | $8,020-96.8% | $10,885-97.7% |