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 | $413,649 | $138,044+199.7% | $125,339+230.0% | $134,475+207.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.99% | 750.33%-771.3pp | 572.05%-593.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $10,702 | $5,243+104.1% | $4,814+122.3% | $4,740+125.8% |
| Participant deferral / active EE | $13,631 | $7,799+74.8% | $7,446+83.1% | $6,400+113.0% |
| Admin fee / account holder | $10 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |