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 9-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 | $260,982 | $154,228+69.2% | $145,433+79.5% | $137,256+90.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.27% | 74.59%-71.3pp | 66.58%-63.3pp | 220.34%-217.1pp |
| Employer contribution / active EE | $13,910 | $4,804+189.6% | $4,554+205.4% | $4,156+234.7% |
| Participant deferral / active EE | $41,167 | $8,216+401.0% | $7,897+421.3% | $6,407+542.5% |
| Admin fee / account holder | $125 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |