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 | $278,522 | $201,272+38.4% | $184,203+51.2% | $145,922+90.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 8.42% | 29.00%-20.6pp | 28.81%-20.4pp | 561.29%-552.9pp |
| Employer contribution / active EE | $4,272 | $7,022-39.2% | $6,427-33.5% | $4,660-8.3% |
| Participant deferral / active EE | $7,920 | $9,806-19.2% | $9,131-13.3% | $6,688+18.4% |
| Admin fee / account holder | $8 | $16,364-100.0% | $13,901-99.9% | $13,397-99.9% |