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 | $479,161 | $226,064+112.0% | $182,532+162.5% | $152,861+213.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 3.44% | 192.51%-189.1pp | 148.54%-145.1pp | 345.32%-341.9pp |
| Employer contribution / active EE | $22,720 | $4,978+356.4% | $4,076+457.4% | $4,762+377.1% |
| Participant deferral / active EE | $12,500 | $6,368+96.3% | $5,524+126.3% | $5,850+113.7% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |