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 | $347,873 | $74,888+364.5% | $71,209+388.5% | $142,382+144.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.35% | 345.14%-334.8pp | 282.51%-272.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $13,728 | $2,854+381.0% | $2,721+404.5% | $4,299+219.3% |
| Participant deferral / active EE | $8,321 | $4,454+86.8% | $4,175+99.3% | $6,507+27.9% |
| Admin fee / account holder | $66 | $5,568-98.8% | $5,349-98.8% | $12,624-99.5% |