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 | $615,903 | $396,977+55.1% | $396,977+55.1% | $430,769+43.0% |
| Participation rate | 100.0% | 89.5%+10.5pp | 89.5%+10.5pp | 90.6%+9.4pp |
| Annual return | 0.00% | -0.19%+0.2pp | -0.16%+0.2pp | 10.77%-10.8pp |
| Employer contribution / active EE | $34,348 | $33,626+2.1% | $32,327+6.3% | $26,022+32.0% |
| Participant deferral / active EE | $0 | $8,954-100.0% | $8,483-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $982-100.0% | $982-100.0% | $18,309-100.0% |