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 | $473,871 | $171,865+175.7% | $149,718+216.5% | $147,584+221.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.48% | 2113.22%-2104.7pp | 1501.63%-1493.2pp | 578.55%-570.1pp |
| Employer contribution / active EE | $4,125 | $6,275-34.3% | $5,445-24.2% | $4,876-15.4% |
| Participant deferral / active EE | $5,367 | $7,271-26.2% | $6,569-18.3% | $5,439-1.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |