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 | $397,302 | $209,832+89.3% | $189,513+109.6% | $167,490+137.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.29% | 748.27%-743.0pp | 555.15%-549.9pp | 478.56%-473.3pp |
| Employer contribution / active EE | $19,242 | $6,914+178.3% | $6,162+212.3% | $4,837+297.8% |
| Participant deferral / active EE | $17,662 | $8,935+97.7% | $8,221+114.8% | $6,341+178.5% |
| Admin fee / account holder | $3 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |