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 8-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 | $267,590 | $185,822+44.0% | $169,993+57.4% | $139,434+91.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -55.88% | 60.50%-116.4pp | 53.37%-109.3pp | 372.94%-428.8pp |
| Employer contribution / active EE | $25,126 | $7,590+231.0% | $6,785+270.3% | $4,751+428.9% |
| Participant deferral / active EE | $12,511 | $11,622+7.6% | $10,408+20.2% | $6,710+86.4% |
| Admin fee / account holder | $300 | $15,381-98.0% | $12,815-97.7% | $11,403-97.4% |