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 | $315,727 | $176,056+79.3% | $159,436+98.0% | $167,490+88.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.86% | 331.75%-321.9pp | 263.57%-253.7pp | 478.56%-468.7pp |
| Employer contribution / active EE | $4,420 | $5,297-16.6% | $4,829-8.5% | $4,837-8.6% |
| Participant deferral / active EE | $18,525 | $7,750+139.0% | $7,352+152.0% | $6,341+192.1% |
| Admin fee / account holder | $218 | $12,554-98.3% | $10,799-98.0% | $12,309-98.2% |