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 | $344,877 | $167,484+105.9% | $151,611+127.5% | $134,475+156.5% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -26.92% | 7.80%-34.7pp | 3.33%-30.2pp | 417.96%-444.9pp |
| Employer contribution / active EE | $7,554 | $6,829+10.6% | $6,166+22.5% | $4,740+59.4% |
| Participant deferral / active EE | $8,580 | $8,986-4.5% | $8,363+2.6% | $6,400+34.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |