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 | $376,436 | $167,307+125.0% | $143,757+161.9% | $134,475+179.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.57% | 0.46%-24.0pp | -0.04%-23.5pp | 417.96%-441.5pp |
| Employer contribution / active EE | $9,535 | $5,619+69.7% | $4,951+92.6% | $4,740+101.2% |
| Participant deferral / active EE | $9,581 | $6,446+48.6% | $5,637+70.0% | $6,400+49.7% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |