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 7-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 | $255,099 | $109,327+133.3% | $89,391+185.4% | $158,922+60.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -7.54% | 345.68%-353.2pp | 245.62%-253.2pp | 302.83%-310.4pp |
| Employer contribution / active EE | $2,819 | $3,170-11.1% | $2,586+9.0% | $4,761-40.8% |
| Participant deferral / active EE | $17,800 | $4,598+287.1% | $3,890+357.6% | $5,982+197.6% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |