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 | $276,309 | $217,402+27.1% | $185,823+48.7% | $167,490+65.0% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | -1.51% | 148.36%-149.9pp | 122.05%-123.6pp | 478.56%-480.1pp |
| Employer contribution / active EE | $2,719 | $5,873-53.7% | $5,167-47.4% | $4,837-43.8% |
| Participant deferral / active EE | $13,664 | $6,356+115.0% | $5,568+145.4% | $6,341+115.5% |
| Admin fee / account holder | -$153 | $19,811-100.8% | $16,237-100.9% | $12,309-101.2% |