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 | $457,330 | $136,179+235.8% | $98,755+363.1% | $167,490+173.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 3.45% | 67.53%-64.1pp | 49.91%-46.5pp | 478.56%-475.1pp |
| Employer contribution / active EE | $15,209 | $2,631+478.0% | $2,067+635.6% | $4,837+214.4% |
| Participant deferral / active EE | $11,325 | $3,716+204.8% | $3,035+273.1% | $6,341+78.6% |
| Admin fee / account holder | $0 | $5,031-100.0% | $4,076-100.0% | $12,309-100.0% |