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 | $274,757 | $148,534+85.0% | $135,903+102.2% | $139,434+97.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.66% | 79.19%-67.5pp | 68.23%-56.6pp | 372.94%-361.3pp |
| Employer contribution / active EE | $7,232 | $5,243+37.9% | $4,856+48.9% | $4,751+52.2% |
| Participant deferral / active EE | $27,875 | $8,100+244.1% | $7,758+259.3% | $6,710+315.4% |
| Admin fee / account holder | $41 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |