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 | $650,344 | $202,318+221.4% | $172,739+276.5% | $152,861+325.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.93% | 1029.65%-1023.7pp | 802.84%-796.9pp | 345.32%-339.4pp |
| Employer contribution / active EE | $8,671 | $5,856+48.1% | $5,143+68.6% | $4,762+82.1% |
| Participant deferral / active EE | $6,250 | $5,948+5.1% | $5,198+20.2% | $5,850+6.8% |
| Admin fee / account holder | $214 | $17,109-98.7% | $13,954-98.5% | $11,596-98.2% |