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 | $435,365 | $171,865+153.3% | $149,718+190.8% | $147,584+195.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.98% | 2113.22%-2104.2pp | 1501.63%-1492.7pp | 578.55%-569.6pp |
| Employer contribution / active EE | $32,100 | $6,275+411.5% | $5,445+489.5% | $4,876+558.3% |
| Participant deferral / active EE | $18,000 | $7,271+147.6% | $6,569+174.0% | $5,439+231.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |