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 | $259,011 | $96,956+167.1% | $70,014+269.9% | $273,961-5.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 1.51% | 12.93%-11.4pp | 12.99%-11.5pp | 41.45%-39.9pp |
| Employer contribution / active EE | $11,716 | $3,316+253.3% | $2,338+401.0% | $4,869+140.6% |
| Participant deferral / active EE | $12,000 | $3,744+220.5% | $2,931+309.5% | $5,287+127.0% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |