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 | $313,944 | $167,307+87.6% | $143,757+118.4% | $134,475+133.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.62% | 0.46%-21.1pp | -0.04%-20.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,451 | $5,619-38.6% | $4,951-30.3% | $4,740-27.2% |
| Participant deferral / active EE | $7,421 | $6,446+15.1% | $5,637+31.6% | $6,400+16.0% |
| Admin fee / account holder | -$882 | $18,088-104.9% | $14,673-106.0% | $11,426-107.7% |