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 | $310,631 | $209,411+48.3% | $178,490+74.0% | $158,922+95.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -8.07% | 188.75%-196.8pp | 151.07%-159.1pp | 302.83%-310.9pp |
| Employer contribution / active EE | $5,375 | $5,706-5.8% | $5,011+7.3% | $4,761+12.9% |
| Participant deferral / active EE | $17,717 | $5,954+197.5% | $5,202+240.6% | $5,982+196.2% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |