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 | $545,805 | $156,846+248.0% | $121,098+350.7% | $139,434+291.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.60% | 1474.56%-1467.0pp | 985.75%-978.1pp | 372.94%-365.3pp |
| Employer contribution / active EE | $22,914 | $5,536+313.9% | $4,164+450.3% | $4,751+382.3% |
| Participant deferral / active EE | $17,250 | $4,844+256.1% | $4,080+322.8% | $6,710+157.1% |
| Admin fee / account holder | $20 | $6,946-99.7% | $5,644-99.6% | $11,403-99.8% |