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 | $328,405 | $148,534+121.1% | $135,903+141.6% | $139,434+135.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.73% | 79.19%-67.5pp | 68.23%-56.5pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,600 | $5,243-50.4% | $4,856-46.5% | $4,751-45.3% |
| Participant deferral / active EE | $7,250 | $8,100-10.5% | $7,758-6.5% | $6,710+8.0% |
| Admin fee / account holder | $249 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |