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 | $445,169 | $153,772+189.5% | $133,980+232.3% | $273,961+62.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.10% | 36.51%-34.4pp | 29.30%-27.2pp | 41.45%-39.4pp |
| Employer contribution / active EE | $21,209 | $6,029+251.8% | $5,211+307.0% | $4,869+335.6% |
| Participant deferral / active EE | $13,200 | $6,958+89.7% | $6,282+110.1% | $5,287+149.7% |
| Admin fee / account holder | $9 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |