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 | $379,068 | $176,812+114.4% | $146,665+158.5% | $167,490+126.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.47% | 24.03%-18.6pp | 22.74%-17.3pp | 478.56%-473.1pp |
| Employer contribution / active EE | $14,698 | $5,160+184.8% | $4,136+255.3% | $4,837+203.8% |
| Participant deferral / active EE | $8,891 | $6,440+38.1% | $5,506+61.5% | $6,341+40.2% |
| Admin fee / account holder | $75 | $13,259-99.4% | $10,280-99.3% | $12,309-99.4% |