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 | $348,093 | $96,635+260.2% | $86,612+301.9% | $139,434+149.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.67% | 106.41%-97.7pp | 591.07%-582.4pp | 372.94%-364.3pp |
| Employer contribution / active EE | $2,964 | $3,263-9.2% | $3,022-1.9% | $4,751-37.6% |
| Participant deferral / active EE | $5,300 | $4,836+9.6% | $4,438+19.4% | $6,710-21.0% |
| Admin fee / account holder | $1 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |