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 9-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 | $323,851 | $171,865+88.4% | $149,718+116.3% | $147,584+119.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1.79% | 2113.22%-2111.4pp | 1501.63%-1499.8pp | 578.55%-576.8pp |
| Employer contribution / active EE | $15,242 | $6,275+142.9% | $5,445+179.9% | $4,876+212.6% |
| Participant deferral / active EE | $10,272 | $7,271+41.3% | $6,569+56.4% | $5,439+88.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |