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 | $566,844 | $115,882+389.2% | $100,516+463.9% | $158,922+256.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.32% | 34.79%-34.5pp | 30.89%-30.6pp | 302.83%-302.5pp |
| Employer contribution / active EE | $22,020 | $4,103+436.7% | $3,418+544.3% | $4,761+362.5% |
| Participant deferral / active EE | $18,850 | $6,674+182.4% | $6,270+200.6% | $5,982+215.1% |
| Admin fee / account holder | $190 | $10,995-98.3% | $8,081-97.7% | $11,246-98.3% |