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 | $698,876 | $385,693+81.2% | $385,693+81.2% | $484,799+44.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 84.6%+15.4pp | 91.1%+8.9pp |
| Annual return | 0.00% | 14.57%-14.6pp | 13.98%-14.0pp | 5.95%-5.9pp |
| Employer contribution / active EE | $42,460 | $30,623+38.7% | $29,699+43.0% | $27,493+54.4% |
| Participant deferral / active EE | $0 | $8,397-100.0% | $8,397-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $1,136-100.0% | $1,136-100.0% | $18,209-100.0% |