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 | $353,270 | $183,963+92.0% | $162,163+117.8% | $152,861+131.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -2.94% | 150.76%-153.7pp | 115.59%-118.5pp | 345.32%-348.3pp |
| Employer contribution / active EE | $13,275 | $6,371+108.4% | $5,614+136.5% | $4,762+178.8% |
| Participant deferral / active EE | $6,726 | $8,034-16.3% | $7,298-7.8% | $5,850+15.0% |
| Admin fee / account holder | $53 | $13,121-99.6% | $10,843-99.5% | $11,596-99.5% |