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 | $531,719 | $104,251+410.0% | $91,001+484.3% | $147,584+260.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 4.73% | 27.06%-22.3pp | 4.60%+0.1pp | 578.55%-573.8pp |
| Employer contribution / active EE | $20,042 | $3,116+543.3% | $2,456+716.2% | $4,876+311.0% |
| Participant deferral / active EE | $10,745 | $4,195+156.1% | $3,547+202.9% | $5,439+97.6% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |