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 | $267,885 | $152,587+75.6% | $125,175+114.0% | $152,861+75.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 7.18% | 54.84%-47.7pp | 43.79%-36.6pp | 345.32%-338.1pp |
| Employer contribution / active EE | $10,358 | $4,946+109.4% | $3,865+168.0% | $4,762+117.5% |
| Participant deferral / active EE | $12,558 | $5,868+114.0% | $4,937+154.4% | $5,850+114.7% |
| Admin fee / account holder | $150 | $13,434-98.9% | $9,702-98.5% | $11,596-98.7% |