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 9-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 | $279,521 | $154,117+81.4% | $129,995+115.0% | $139,434+100.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 8.97% | 32.48%-23.5pp | -137.18%+146.1pp | 372.94%-364.0pp |
| Employer contribution / active EE | $1,983 | $5,289-62.5% | $4,320-54.1% | $4,751-58.3% |
| Participant deferral / active EE | $17,500 | $6,710+160.8% | $5,820+200.7% | $6,710+160.8% |
| Admin fee / account holder | $20 | $14,007-99.9% | $10,614-99.8% | $11,403-99.8% |