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 | $1,191,732 | $226,064+427.2% | $182,532+552.9% | $152,861+679.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 4.63% | 192.51%-187.9pp | 148.54%-143.9pp | 345.32%-340.7pp |
| Employer contribution / active EE | $26,299 | $4,978+428.2% | $4,076+545.2% | $4,762+452.2% |
| Participant deferral / active EE | $16,667 | $6,368+161.7% | $5,524+201.7% | $5,850+184.9% |
| Admin fee / account holder | $9 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |