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 | $492,875 | $116,175+324.3% | $93,606+426.5% | $152,861+222.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 7.12% | 35.96%-28.8pp | 32.76%-25.6pp | 345.32%-338.2pp |
| Employer contribution / active EE | $16,056 | $3,218+398.9% | $2,718+490.7% | $4,762+237.1% |
| Participant deferral / active EE | $10,138 | $4,603+120.2% | $4,069+149.2% | $5,850+73.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |