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 | $278,412 | $87,540+218.0% | $75,781+267.4% | $125,391+122.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.73% | 13.48%-19.2pp | 9.68%-15.4pp | 282.22%-288.0pp |
| Employer contribution / active EE | $18,415 | $3,930+368.6% | $3,323+454.1% | $4,866+278.4% |
| Participant deferral / active EE | $12,098 | $4,229+186.1% | $3,651+231.3% | $5,352+126.1% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |