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 | $383,286 | $105,126+264.6% | $94,646+305.0% | $139,434+174.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | -0.52% | 38.03%-38.6pp | 156.71%-157.2pp | 372.94%-373.5pp |
| Employer contribution / active EE | $36,702 | $4,106+794.0% | $3,672+899.5% | $4,751+672.5% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,418-100.0% | $6,710-100.0% |
| Admin fee / account holder | $5 | $8,984-99.9% | $7,231-99.9% | $11,403-100.0% |