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 | $628,795 | $159,602+294.0% | $150,045+319.1% | $142,382+341.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.99% | 70.24%-63.3pp | 62.55%-55.6pp | 217.08%-210.1pp |
| Employer contribution / active EE | $17,474 | $4,961+252.3% | $4,693+272.3% | $4,299+306.5% |
| Participant deferral / active EE | $23,394 | $8,310+181.5% | $7,997+192.5% | $6,507+259.5% |
| Admin fee / account holder | $103 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |