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 | $258,964 | $183,519+41.1% | $155,509+66.5% | $145,922+77.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -5.05% | 61.17%-66.2pp | 64.67%-69.7pp | 561.29%-566.3pp |
| Employer contribution / active EE | $1,331 | $5,313-74.9% | $4,672-71.5% | $4,660-71.4% |
| Participant deferral / active EE | $5,704 | $6,462-11.7% | $5,626+1.4% | $6,688-14.7% |
| Admin fee / account holder | $102 | $19,313-99.5% | $15,912-99.4% | $13,397-99.2% |