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 | $283,599 | $112,729+151.6% | $98,716+187.3% | $137,256+106.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 5.86% | 38.48%-32.6pp | 31.81%-26.0pp | 220.34%-214.5pp |
| Employer contribution / active EE | $14,602 | $2,725+435.8% | $2,279+540.8% | $4,156+251.3% |
| Participant deferral / active EE | $27,250 | $4,640+487.3% | $4,048+573.2% | $6,407+325.3% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |