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 | $301,023 | $149,679+101.1% | $117,039+157.2% | $147,584+104.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | -2.57% | 19.31%-21.9pp | 18.95%-21.5pp | 578.55%-581.1pp |
| Employer contribution / active EE | $9,668 | $4,937+95.8% | $3,785+155.4% | $4,876+98.3% |
| Participant deferral / active EE | $4,897 | $4,912-0.3% | $3,929+24.6% | $5,439-10.0% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |