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 | $939,156 | $150,187+525.3% | $120,354+680.3% | $145,922+543.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.42% | 154.07%-145.6pp | 107.15%-98.7pp | 561.29%-552.9pp |
| Employer contribution / active EE | $43,500 | $4,348+900.5% | $3,463+1156.3% | $4,660+833.6% |
| Participant deferral / active EE | $27,500 | $6,173+345.5% | $4,991+451.0% | $6,688+311.2% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |