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 9-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 | $270,167 | $108,919+148.0% | $100,391+169.1% | $145,922+85.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.52% | 57.88%-50.4pp | 49.20%-41.7pp | 561.29%-553.8pp |
| Employer contribution / active EE | $3,355 | $4,419-24.1% | $3,942-14.9% | $4,660-28.0% |
| Participant deferral / active EE | $13,250 | $8,445+56.9% | $8,082+63.9% | $6,688+98.1% |
| Admin fee / account holder | $83 | $9,689-99.1% | $7,899-98.9% | $13,397-99.4% |