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 | $391,509 | $167,484+133.8% | $151,611+158.2% | $134,475+191.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -21.85% | 7.80%-29.6pp | 3.33%-25.2pp | 417.96%-439.8pp |
| Employer contribution / active EE | $14,651 | $6,829+114.5% | $6,166+137.6% | $4,740+209.1% |
| Participant deferral / active EE | $12,443 | $8,986+38.5% | $8,363+48.8% | $6,400+94.4% |
| Admin fee / account holder | -$712 | $13,783-105.2% | $11,616-106.1% | $11,426-106.2% |