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 | $250,609 | $114,381+119.1% | $107,525+133.1% | $142,382+76.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 5.27% | 242.71%-237.4pp | 181.32%-176.0pp | 217.08%-211.8pp |
| Employer contribution / active EE | $67,259 | $4,015+1575.3% | $3,754+1691.9% | $4,299+1464.5% |
| Participant deferral / active EE | $57,150 | $5,564+927.1% | $5,116+1017.2% | $6,507+778.3% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |