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 | $315,075 | $270,840+16.3% | $140,016+125.0% | - |
| Participation rate | 0.0% | 81.0%-81.0pp | 87.5%-87.5pp | - |
| Annual return | -10.67% | 3.44%-14.1pp | 651.12%-661.8pp | - |
| Employer contribution / active EE | $0 | $2,598-100.0% | $5,606-100.0% | - |
| Participant deferral / active EE | $0 | $3,773-100.0% | $6,927-100.0% | - |
| Admin fee / account holder | $0 | $13,391-100.0% | $10,705-100.0% | - |