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 | $701,386 | $82,286+752.4% | $68,791+919.6% | $134,475+421.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.20% | -2.19%-19.0pp | -6.38%-14.8pp | 417.96%-439.2pp |
| Employer contribution / active EE | $9,060 | $3,301+174.5% | $2,655+241.2% | $4,740+91.2% |
| Participant deferral / active EE | $12,000 | $4,739+153.2% | $3,941+204.5% | $6,400+87.5% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |