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 | $659,307 | $165,335+298.8% | $149,696+340.4% | $158,922+314.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.86% | 348.15%-341.3pp | 276.60%-269.7pp | 302.83%-296.0pp |
| Employer contribution / active EE | $5,212 | $5,103+2.1% | $4,644+12.2% | $4,761+9.5% |
| Participant deferral / active EE | $16,541 | $7,181+130.3% | $6,842+141.8% | $5,982+176.5% |
| Admin fee / account holder | $6 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |