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 | $528,053 | $232,540+127.1% | $185,117+185.3% | $147,584+257.8% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | -5.20% | 43.03%-48.2pp | 40.50%-45.7pp | 578.55%-583.8pp |
| Employer contribution / active EE | $3,369 | $5,195-35.1% | $4,182-19.4% | $4,876-30.9% |
| Participant deferral / active EE | $5,684 | $5,834-2.6% | $5,045+12.7% | $5,439+4.5% |
| Admin fee / account holder | $30 | $10,275-99.7% | $8,159-99.6% | $10,885-99.7% |