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 | $256,993 | $84,527+204.0% | $67,711+279.5% | $125,391+105.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -4.01% | 2.57%-6.6pp | 25.41%-29.4pp | 282.22%-286.2pp |
| Employer contribution / active EE | $7,480 | $3,292+127.2% | $2,559+192.3% | $4,866+53.7% |
| Participant deferral / active EE | $11,220 | $4,429+153.3% | $3,585+213.0% | $5,352+109.7% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |