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 | $261,292 | $135,635+92.6% | $110,238+137.0% | $135,375+93.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.54% | 513.19%-522.7pp | 314.74%-324.3pp | 519.73%-529.3pp |
| Employer contribution / active EE | $3,245 | $4,906-33.9% | $3,826-15.2% | $4,779-32.1% |
| Participant deferral / active EE | $15,097 | $5,506+174.2% | $4,672+223.1% | $5,609+169.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |