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 | $924,410 | $217,402+325.2% | $185,823+397.5% | $167,490+451.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.16% | 148.36%-144.2pp | 122.05%-117.9pp | 478.56%-474.4pp |
| Employer contribution / active EE | $10,467 | $5,873+78.2% | $5,167+102.6% | $4,837+116.4% |
| Participant deferral / active EE | $4,200 | $6,356-33.9% | $5,568-24.6% | $6,341-33.8% |
| Admin fee / account holder | $54 | $19,811-99.7% | $16,237-99.7% | $12,309-99.6% |