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 | $450,391 | $65,685+585.7% | $57,179+687.7% | $273,961+64.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -5.33% | 21.99%-27.3pp | 14.59%-19.9pp | 41.45%-46.8pp |
| Employer contribution / active EE | $6,436 | $3,279+96.3% | $2,682+139.9% | $4,869+32.2% |
| Participant deferral / active EE | $7,866 | $3,782+108.0% | $3,096+154.1% | $5,287+48.8% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |