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 | $262,753 | $177,572+48.0% | $154,803+69.7% | $142,382+84.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 8.01% | 65.07%-57.1pp | 58.88%-50.9pp | 217.08%-209.1pp |
| Employer contribution / active EE | $8,799 | $4,810+82.9% | $4,305+104.4% | $4,299+104.7% |
| Participant deferral / active EE | $5,299 | $6,272-15.5% | $5,540-4.4% | $6,507-18.6% |
| Admin fee / account holder | $189 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |