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 | $339,373 | $162,781+108.5% | $133,956+153.3% | $158,922+113.5% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | -3.83% | 41.94%-45.8pp | 45.09%-48.9pp | 302.83%-306.7pp |
| Employer contribution / active EE | $1,302 | $4,975-73.8% | $3,919-66.8% | $4,761-72.7% |
| Participant deferral / active EE | $11,375 | $5,911+92.4% | $5,048+125.4% | $5,982+90.1% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |