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 | $360,486 | $202,318+78.2% | $172,739+108.7% | $152,861+135.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.48% | 1029.65%-1021.2pp | 802.84%-794.4pp | 345.32%-336.8pp |
| Employer contribution / active EE | $8,764 | $5,856+49.7% | $5,143+70.4% | $4,762+84.0% |
| Participant deferral / active EE | $7,161 | $5,948+20.4% | $5,198+37.8% | $5,850+22.4% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |