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 | $257,616 | $167,484+53.8% | $151,611+69.9% | $134,475+91.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.80% | 7.80%-31.6pp | 3.33%-27.1pp | 417.96%-441.8pp |
| Employer contribution / active EE | $2,682 | $6,829-60.7% | $6,166-56.5% | $4,740-43.4% |
| Participant deferral / active EE | $14,000 | $8,986+55.8% | $8,363+67.4% | $6,400+118.8% |
| Admin fee / account holder | $45 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |