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 7-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 | $452,356 | $154,228+193.3% | $145,433+211.0% | $137,256+229.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.06% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,922 | $4,804-39.2% | $4,554-35.9% | $4,156-29.7% |
| Participant deferral / active EE | $17,243 | $8,216+109.9% | $7,897+118.3% | $6,407+169.1% |
| Admin fee / account holder | $139 | $14,344-99.0% | $13,129-98.9% | $12,270-98.9% |