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 | $512,842 | $97,044+428.5% | $83,333+515.4% | $135,375+278.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.97% | 12.31%-23.3pp | 10.63%-21.6pp | 519.73%-530.7pp |
| Employer contribution / active EE | $26,654 | $4,143+543.4% | $3,379+688.9% | $4,779+457.8% |
| Participant deferral / active EE | $14,983 | $5,964+151.2% | $5,565+169.2% | $5,609+167.1% |
| Admin fee / account holder | $108 | $8,380-98.7% | $7,510-98.6% | $10,827-99.0% |