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 | $304,971 | $201,272+51.5% | $184,203+65.6% | $145,922+109.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 8.29% | 29.00%-20.7pp | 28.81%-20.5pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,198 | $7,022-68.7% | $6,427-65.8% | $4,660-52.8% |
| Participant deferral / active EE | $5,060 | $9,806-48.4% | $9,131-44.6% | $6,688-24.3% |
| Admin fee / account holder | $204 | $16,364-98.8% | $13,901-98.5% | $13,397-98.5% |