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 | $321,141 | $165,335+94.2% | $149,696+114.5% | $158,922+102.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | -2.01% | 348.15%-350.2pp | 276.60%-278.6pp | 302.83%-304.8pp |
| Employer contribution / active EE | $4,313 | $5,103-15.5% | $4,644-7.1% | $4,761-9.4% |
| Participant deferral / active EE | $14,446 | $7,181+101.2% | $6,842+111.1% | $5,982+141.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |