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 | $670,386 | $118,450+466.0% | $98,439+581.0% | $139,434+380.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 3.67% | 18.94%-15.3pp | 21.16%-17.5pp | 372.94%-369.3pp |
| Employer contribution / active EE | $19,032 | $3,609+427.3% | $3,048+524.4% | $4,751+300.6% |
| Participant deferral / active EE | $12,503 | $5,392+131.9% | $4,738+163.9% | $6,710+86.3% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |