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 | $101,618+724.9% | $93,063+800.8% | $137,256+510.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 3.89% | 223.95%-220.1pp | 34.15%-30.3pp | 220.34%-216.5pp |
| Employer contribution / active EE | $4,550 | $2,707+68.1% | $2,476+83.8% | $4,156+9.5% |
| Participant deferral / active EE | $20,650 | $4,279+382.6% | $3,958+421.7% | $6,407+222.3% |
| Admin fee / account holder | $40 | $6,198-99.4% | $6,033-99.3% | $12,270-99.7% |