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 | $1,304,502 | $217,402+500.0% | $185,823+602.0% | $167,490+678.9% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 1.98% | 148.36%-146.4pp | 122.05%-120.1pp | 478.56%-476.6pp |
| Employer contribution / active EE | $11,042 | $5,873+88.0% | $5,167+113.7% | $4,837+128.3% |
| Participant deferral / active EE | $10,850 | $6,356+70.7% | $5,568+94.9% | $6,341+71.1% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |