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 | $371,770 | $142,344+161.2% | $119,609+210.8% | $134,475+176.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.80% | -12.44%-8.4pp | -14.97%-5.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,963 | $5,222-43.3% | $4,232-30.0% | $4,740-37.5% |
| Participant deferral / active EE | $12,162 | $6,469+88.0% | $5,602+117.1% | $6,400+90.0% |
| Admin fee / account holder | $10 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |