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 | $294,274 | $127,100+131.5% | $105,738+178.3% | $135,375+117.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.50% | 4.49%-13.0pp | 6.27%-14.8pp | 519.73%-528.2pp |
| Employer contribution / active EE | $21,924 | $4,107+433.9% | $3,268+570.8% | $4,779+358.8% |
| Participant deferral / active EE | $17,700 | $5,064+249.5% | $4,080+333.8% | $5,609+215.6% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |