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 | $294,795 | $99,640+195.9% | $86,436+241.1% | $134,475+119.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -21.43% | 6782.58%-6804.0pp | 4394.89%-4416.3pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,900 | $4,400-11.4% | $3,769+3.5% | $4,740-17.7% |
| Participant deferral / active EE | $7,667 | $7,246+5.8% | $6,952+10.3% | $6,400+19.8% |
| Admin fee / account holder | $30 | $8,371-99.6% | $6,731-99.6% | $11,426-99.7% |