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 8-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 | $256,296 | $72,400+254.0% | $67,502+279.7% | $145,922+75.6% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.5pp | 80.3%+3.1pp |
| Annual return | 7.62% | 7182.46%-7174.8pp | 3512.12%-3504.5pp | 561.29%-553.7pp |
| Employer contribution / active EE | $13,655 | $3,069+344.9% | $2,731+400.0% | $4,660+193.1% |
| Participant deferral / active EE | $8,312 | $4,783+73.8% | $4,000+107.8% | $6,688+24.3% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |