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 | $253,275 | $106,543+137.7% | $91,220+177.7% | $134,475+88.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -22.68% | 160.60%-183.3pp | 114.01%-136.7pp | 417.96%-440.6pp |
| Employer contribution / active EE | $14,444 | $3,331+333.7% | $2,850+406.8% | $4,740+204.8% |
| Participant deferral / active EE | $10,911 | $4,719+131.2% | $4,234+157.7% | $6,400+70.5% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |