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 9-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 | $465,818 | $97,044+380.0% | $83,333+459.0% | $135,375+244.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -22.50% | 12.31%-34.8pp | 10.63%-33.1pp | 519.73%-542.2pp |
| Employer contribution / active EE | $9,900 | $4,143+139.0% | $3,379+193.0% | $4,779+107.2% |
| Participant deferral / active EE | $21,500 | $5,964+260.5% | $5,565+286.3% | $5,609+283.3% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |