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 | $286,668 | $105,860+170.8% | $90,749+215.9% | $134,475+113.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.89% | -11.01%-12.9pp | -12.16%-11.7pp | 417.96%-441.9pp |
| Employer contribution / active EE | $5,048 | $3,462+45.8% | $2,921+72.8% | $4,740+6.5% |
| Participant deferral / active EE | $11,611 | $5,216+122.6% | $4,564+154.4% | $6,400+81.4% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |