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 | $838,266 | $104,974+698.5% | $95,585+777.0% | $142,382+488.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 3.89% | 210.33%-206.4pp | 38.56%-34.7pp | 217.08%-213.2pp |
| Employer contribution / active EE | $4,550 | $2,779+63.8% | $2,527+80.1% | $4,299+5.8% |
| Participant deferral / active EE | $20,650 | $4,352+374.5% | $4,023+413.4% | $6,507+217.3% |
| Admin fee / account holder | $40 | $6,386-99.4% | $6,127-99.3% | $12,624-99.7% |