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 | $303,512 | $111,754+171.6% | $103,333+193.7% | $145,922+108.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.50% | 24.77%-24.3pp | 24.88%-24.4pp | 561.29%-560.8pp |
| Employer contribution / active EE | $14,311 | $4,212+239.7% | $3,868+270.0% | $4,660+207.1% |
| Participant deferral / active EE | $8,598 | $5,619+53.0% | $5,057+70.0% | $6,688+28.6% |
| Admin fee / account holder | $1 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |