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 | $543,040 | $209,411+159.3% | $178,490+204.2% | $158,922+241.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -6.47% | 188.75%-195.2pp | 151.07%-157.5pp | 302.83%-309.3pp |
| Employer contribution / active EE | $11,545 | $5,706+102.3% | $5,011+130.4% | $4,761+142.5% |
| Participant deferral / active EE | $13,000 | $5,954+118.3% | $5,202+149.9% | $5,982+117.3% |
| Admin fee / account holder | $19 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |