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 9-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 | $526,830 | $113,935+362.4% | $94,224+459.1% | $125,391+320.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -7.71% | 5.29%-13.0pp | 10.68%-18.4pp | 282.22%-289.9pp |
| Employer contribution / active EE | $17,444 | $4,727+269.0% | $3,587+386.4% | $4,866+258.5% |
| Participant deferral / active EE | $18,335 | $5,179+254.1% | $4,320+324.4% | $5,352+242.6% |
| Admin fee / account holder | $227 | $8,391-97.3% | $6,269-96.4% | $9,540-97.6% |