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 | $416,449 | $129,217+222.3% | $93,406+345.8% | $158,922+162.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 1.65% | 118.21%-116.6pp | 78.05%-76.4pp | 302.83%-301.2pp |
| Employer contribution / active EE | $13,934 | $2,711+413.9% | $2,075+571.5% | $4,761+192.7% |
| Participant deferral / active EE | $11,363 | $3,909+190.7% | $3,126+263.5% | $5,982+89.9% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,246-100.0% |