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 | $274,792 | $180,449+52.3% | $154,107+78.3% | $135,375+103.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.11% | 888.09%-899.2pp | 735.12%-746.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $9,855 | $6,035+63.3% | $5,298+86.0% | $4,779+106.2% |
| Participant deferral / active EE | $5,073 | $5,806-12.6% | $5,081-0.2% | $5,609-9.6% |
| Admin fee / account holder | $161 | $16,143-99.0% | $13,411-98.8% | $10,827-98.5% |