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 6-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 | $259,851 | $95,862+171.1% | $79,550+226.7% | $134,475+93.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -49.75% | -2.69%-47.1pp | 0.16%-49.9pp | 417.96%-467.7pp |
| Employer contribution / active EE | $2,024 | $3,128-35.3% | $2,413-16.1% | $4,740-57.3% |
| Participant deferral / active EE | $3,049 | $4,693-35.0% | $3,985-23.5% | $6,400-52.4% |
| Admin fee / account holder | $145 | $9,126-98.4% | $6,832-97.9% | $11,426-98.7% |