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 | $381,513 | $185,822+105.3% | $169,993+124.4% | $139,434+173.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.85% | 60.50%-54.7pp | 53.37%-47.5pp | 372.94%-367.1pp |
| Employer contribution / active EE | $7,677 | $7,590+1.1% | $6,785+13.1% | $4,751+61.6% |
| Participant deferral / active EE | $11,850 | $11,622+2.0% | $10,408+13.9% | $6,710+76.6% |
| Admin fee / account holder | $113 | $15,381-99.3% | $12,815-99.1% | $11,403-99.0% |