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 | $373,985 | $138,065+170.9% | $123,544+202.7% | $135,375+176.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.43% | 153.68%-164.1pp | 119.20%-129.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $21,814 | $5,151+323.4% | $4,628+371.4% | $4,779+356.5% |
| Participant deferral / active EE | $16,131 | $6,799+137.2% | $6,426+151.0% | $5,609+187.6% |
| Admin fee / account holder | $135 | $10,916-98.8% | $9,284-98.5% | $10,827-98.7% |