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 | $276,836 | $185,822+49.0% | $169,993+62.9% | $139,434+98.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.27% | 60.50%-50.2pp | 53.37%-43.1pp | 372.94%-362.7pp |
| Employer contribution / active EE | $3,946 | $7,590-48.0% | $6,785-41.8% | $4,751-16.9% |
| Participant deferral / active EE | $9,659 | $11,622-16.9% | $10,408-7.2% | $6,710+43.9% |
| Admin fee / account holder | $154 | $15,381-99.0% | $12,815-98.8% | $11,403-98.7% |