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 | $250,289 | $105,126+138.1% | $94,646+164.4% | $139,434+79.5% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 10.21% | 38.03%-27.8pp | 156.71%-146.5pp | 372.94%-362.7pp |
| Employer contribution / active EE | $2,588 | $4,106-37.0% | $3,672-29.5% | $4,751-45.5% |
| Participant deferral / active EE | $14,564 | $7,599+91.6% | $7,418+96.3% | $6,710+117.0% |
| Admin fee / account holder | $244 | $8,984-97.3% | $7,231-96.6% | $11,403-97.9% |