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 | $353,162 | $154,117+129.2% | $129,995+171.7% | $139,434+153.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 4.84% | 32.48%-27.6pp | -137.18%+142.0pp | 372.94%-368.1pp |
| Employer contribution / active EE | $12,200 | $5,289+130.7% | $4,320+182.4% | $4,751+156.8% |
| Participant deferral / active EE | $22,900 | $6,710+241.3% | $5,820+293.5% | $6,710+241.3% |
| Admin fee / account holder | $120 | $14,007-99.1% | $10,614-98.9% | $11,403-98.9% |