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 | $254,442 | $129,217+96.9% | $93,406+172.4% | $158,922+60.1% |
| Participation rate | 83.3% | 71.0%+12.4pp | 66.8%+16.5pp | 82.0%+1.4pp |
| Annual return | -7.78% | 118.21%-126.0pp | 78.05%-85.8pp | 302.83%-310.6pp |
| Employer contribution / active EE | $104 | $2,711-96.2% | $2,075-95.0% | $4,761-97.8% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $3,126-100.0% | $5,982-100.0% |
| Admin fee / account holder | $10 | $7,383-99.9% | $5,230-99.8% | $11,246-99.9% |