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 | $504,255 | $96,484+422.6% | $75,886+564.5% | $152,861+229.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 9.22% | 33.98%-24.8pp | 30.76%-21.5pp | 345.32%-336.1pp |
| Employer contribution / active EE | $8,298 | $3,309+150.7% | $2,500+231.9% | $4,762+74.2% |
| Participant deferral / active EE | $5,820 | $4,553+27.8% | $3,603+61.5% | $5,850-0.5% |
| Admin fee / account holder | $81 | $8,078-99.0% | $5,418-98.5% | $11,596-99.3% |