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 | $511,592 | $88,583+477.5% | $88,497+478.1% | $273,961+86.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 0.67% | 5.68%-5.0pp | 7.63%-7.0pp | 41.45%-40.8pp |
| Employer contribution / active EE | $18,419 | $4,502+309.1% | $4,036+356.3% | $4,869+278.3% |
| Participant deferral / active EE | $12,755 | $4,891+160.8% | $4,899+160.3% | $5,287+141.2% |
| Admin fee / account holder | $100 | $8,980-98.9% | $6,220-98.4% | $10,132-99.0% |