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 | $264,230 | $181,894+45.3% | $156,549+68.8% | $273,961-3.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.61% | 30.74%-29.1pp | 32.23%-30.6pp | 41.45%-39.8pp |
| Employer contribution / active EE | $13,774 | $6,248+120.5% | $5,501+150.4% | $4,869+182.9% |
| Participant deferral / active EE | $10,716 | $5,550+93.1% | $4,871+120.0% | $5,287+102.7% |
| Admin fee / account holder | $158 | $15,559-99.0% | $13,027-98.8% | $10,132-98.4% |