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 | $398,787 | $202,318+97.1% | $172,739+130.9% | $152,861+160.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.32% | 1029.65%-1017.3pp | 802.84%-790.5pp | 345.32%-333.0pp |
| Employer contribution / active EE | $19,455 | $5,856+232.2% | $5,143+278.3% | $4,762+308.5% |
| Participant deferral / active EE | $8,486 | $5,948+42.7% | $5,198+63.3% | $5,850+45.1% |
| Admin fee / account holder | $155 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |