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 | $253,187 | $201,272+25.8% | $184,203+37.4% | $145,922+73.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 7.98% | 29.00%-21.0pp | 28.81%-20.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $9,532 | $7,022+35.8% | $6,427+48.3% | $4,660+104.6% |
| Participant deferral / active EE | $14,164 | $9,806+44.4% | $9,131+55.1% | $6,688+111.8% |
| Admin fee / account holder | $121 | $16,364-99.3% | $13,901-99.1% | $13,397-99.1% |