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 | $985,420 | $168,632+484.4% | $147,614+567.6% | $125,391+685.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.34% | 77.65%-82.0pp | 61.98%-66.3pp | 282.22%-286.6pp |
| Employer contribution / active EE | $30,386 | $6,252+386.0% | $5,564+446.1% | $4,866+524.5% |
| Participant deferral / active EE | $18,329 | $5,507+232.8% | $4,895+274.4% | $5,352+242.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |