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 8-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 | $388,950 | $106,584+264.9% | $101,326+283.9% | $142,382+173.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 10.04% | 36.93%-26.9pp | 36.82%-26.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $21,496 | $3,956+443.4% | $3,665+486.5% | $4,299+400.0% |
| Participant deferral / active EE | $7,867 | $8,297-5.2% | $7,994-1.6% | $6,507+20.9% |
| Admin fee / account holder | $125 | $11,446-98.9% | $11,185-98.9% | $12,624-99.0% |