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 | $315,107 | $159,901+97.1% | $146,958+114.4% | $145,922+115.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.00% | 98.13%-94.1pp | 418.34%-414.3pp | 561.29%-557.3pp |
| Employer contribution / active EE | $1,606 | $5,286-69.6% | $4,933-67.4% | $4,660-65.5% |
| Participant deferral / active EE | $3,242 | $8,428-61.5% | $8,070-59.8% | $6,688-51.5% |
| Admin fee / account holder | $121 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |