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 | $558,214 | $202,318+175.9% | $172,739+223.2% | $152,861+265.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -21.03% | 1029.65%-1050.7pp | 802.84%-823.9pp | 345.32%-366.4pp |
| Employer contribution / active EE | $13,224 | $5,856+125.8% | $5,143+157.1% | $4,762+177.7% |
| Participant deferral / active EE | $14,863 | $5,948+149.9% | $5,198+186.0% | $5,850+154.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |