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 | $608,608 | $167,484+263.4% | $151,611+301.4% | $134,475+352.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.53% | 7.80%-36.3pp | 3.33%-31.9pp | 417.96%-446.5pp |
| Employer contribution / active EE | $9,721 | $6,829+42.3% | $6,166+57.6% | $4,740+105.1% |
| Participant deferral / active EE | $14,750 | $8,986+64.1% | $8,363+76.4% | $6,400+130.5% |
| Admin fee / account holder | $15 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |