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 | $455,620 | $209,832+117.1% | $189,513+140.4% | $167,490+172.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.99% | 748.27%-739.3pp | 555.15%-546.2pp | 478.56%-469.6pp |
| Employer contribution / active EE | $2,357 | $6,914-65.9% | $6,162-61.7% | $4,837-51.3% |
| Participant deferral / active EE | $19,122 | $8,935+114.0% | $8,221+132.6% | $6,341+201.5% |
| Admin fee / account holder | $214 | $14,293-98.5% | $12,045-98.2% | $12,309-98.3% |