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 | $819,550 | $214,378+282.3% | $200,582+308.6% | $142,382+475.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 3.76% | 46.41%-42.6pp | 42.33%-38.6pp | 217.08%-213.3pp |
| Employer contribution / active EE | $10,913 | $6,841+59.5% | $6,419+70.0% | $4,299+153.8% |
| Participant deferral / active EE | $16,700 | $9,865+69.3% | $9,331+79.0% | $6,507+156.6% |
| Admin fee / account holder | $60 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |