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 | $730,052 | $114,047+540.1% | $96,139+659.4% | $167,490+335.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 1.89% | 189.88%-188.0pp | 191.94%-190.1pp | 478.56%-476.7pp |
| Employer contribution / active EE | $9,250 | $3,427+169.9% | $2,797+230.7% | $4,837+91.2% |
| Participant deferral / active EE | $15,000 | $5,194+188.8% | $4,349+244.9% | $6,341+136.5% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |