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 | $273,155 | $209,411+30.4% | $178,490+53.0% | $158,922+71.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -5.92% | 188.75%-194.7pp | 151.07%-157.0pp | 302.83%-308.7pp |
| Employer contribution / active EE | $12,409 | $5,706+117.5% | $5,011+147.7% | $4,761+160.6% |
| Participant deferral / active EE | $14,973 | $5,954+151.5% | $5,202+187.8% | $5,982+150.3% |
| Admin fee / account holder | -$136 | $17,074-100.8% | $13,984-101.0% | $11,246-101.2% |