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 | $1,308,177 | $74,888+1646.8% | $71,209+1737.1% | $142,382+818.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 8.85% | 345.14%-336.3pp | 282.51%-273.7pp | 217.08%-208.2pp |
| Employer contribution / active EE | $11,152 | $2,854+290.7% | $2,721+309.9% | $4,299+159.4% |
| Participant deferral / active EE | $16,250 | $4,454+264.8% | $4,175+289.2% | $6,507+149.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |