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 | $725,096 | $175,600+312.9% | $129,110+461.6% | $134,475+439.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -20.04% | -11.39%-8.7pp | -10.94%-9.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $10,978 | $6,355+72.7% | $5,052+117.3% | $4,740+131.6% |
| Participant deferral / active EE | $12,690 | $7,975+59.1% | $6,542+94.0% | $6,400+98.3% |
| Admin fee / account holder | $3 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |