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 9-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 | $315,582 | $111,814+182.2% | $103,374+205.3% | $145,959+116.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | -17.85% | 24.77%-42.6pp | 24.89%-42.7pp | 561.95%-579.8pp |
| Employer contribution / active EE | $2,509 | $4,214-40.5% | $3,869-35.2% | $4,661-46.2% |
| Participant deferral / active EE | $9,139 | $5,618+62.7% | $5,058+80.7% | $6,689+36.6% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |