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 | $1,057,969 | $165,335+539.9% | $149,696+606.7% | $158,922+565.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.12% | 348.15%-340.0pp | 276.60%-268.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $15,667 | $5,103+207.0% | $4,644+237.3% | $4,761+229.1% |
| Participant deferral / active EE | $4,200 | $7,181-41.5% | $6,842-38.6% | $5,982-29.8% |
| Admin fee / account holder | $6 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |