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 | $292,732 | $152,651+91.8% | $105,218+178.2% | $125,391+133.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -4.85% | 8.24%-13.1pp | 5.33%-10.2pp | 282.22%-287.1pp |
| Employer contribution / active EE | $44,500 | $4,802+826.7% | $3,255+1267.1% | $4,866+814.5% |
| Participant deferral / active EE | $11,500 | $6,660+72.7% | $4,867+136.3% | $5,352+114.9% |
| Admin fee / account holder | $0 | $14,248-100.0% | $6,992-100.0% | $9,540-100.0% |