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 | $461,036 | $217,402+112.1% | $185,823+148.1% | $167,490+175.3% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 7.07% | 148.36%-141.3pp | 122.05%-115.0pp | 478.56%-471.5pp |
| Employer contribution / active EE | $7,592 | $5,873+29.3% | $5,167+46.9% | $4,837+56.9% |
| Participant deferral / active EE | $10,702 | $6,356+68.4% | $5,568+92.2% | $6,341+68.8% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |