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 | $441,965 | $167,484+163.9% | $151,611+191.5% | $134,475+228.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -23.30% | 7.80%-31.1pp | 3.33%-26.6pp | 417.96%-441.3pp |
| Employer contribution / active EE | $3,285 | $6,829-51.9% | $6,166-46.7% | $4,740-30.7% |
| Participant deferral / active EE | $14,190 | $8,986+57.9% | $8,363+69.7% | $6,400+121.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |