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 | $268,726 | $183,519+46.4% | $155,509+72.8% | $145,922+84.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 6.87% | 61.17%-54.3pp | 64.67%-57.8pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,170 | $5,313-78.0% | $4,672-75.0% | $4,660-74.9% |
| Participant deferral / active EE | $2,195 | $6,462-66.0% | $5,626-61.0% | $6,688-67.2% |
| Admin fee / account holder | $5 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |