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 | $339,827 | $180,449+88.3% | $154,107+120.5% | $135,375+151.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -8.82% | 888.09%-896.9pp | 735.12%-743.9pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,024 | $6,035-66.5% | $5,298-61.8% | $4,779-57.6% |
| Participant deferral / active EE | $8,735 | $5,806+50.5% | $5,081+71.9% | $5,609+55.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |