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 | $763,249 | $201,272+279.2% | $184,203+314.4% | $145,922+423.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.76% | 29.00%-24.2pp | 28.81%-24.1pp | 561.29%-556.5pp |
| Employer contribution / active EE | $12,232 | $7,022+74.2% | $6,427+90.3% | $4,660+162.5% |
| Participant deferral / active EE | $17,650 | $9,806+80.0% | $9,131+93.3% | $6,688+163.9% |
| Admin fee / account holder | $60 | $16,364-99.6% | $13,901-99.6% | $13,397-99.6% |