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 | $546,616 | $159,602+242.5% | $150,045+264.3% | $142,382+283.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.00% | 70.24%-59.2pp | 62.55%-51.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $13,315 | $4,961+168.4% | $4,693+183.7% | $4,299+209.7% |
| Participant deferral / active EE | $27,250 | $8,310+227.9% | $7,997+240.7% | $6,507+318.8% |
| Admin fee / account holder | $23 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |