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 | $280,346 | $172,111+62.9% | $150,298+86.5% | $137,256+104.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -1.46% | 69.37%-70.8pp | 62.79%-64.2pp | 220.34%-221.8pp |
| Employer contribution / active EE | $2,638 | $4,636-43.1% | $4,154-36.5% | $4,156-36.5% |
| Participant deferral / active EE | $2,938 | $6,166-52.4% | $5,453-46.1% | $6,407-54.2% |
| Admin fee / account holder | $157 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |