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 | $256,978 | $185,822+38.3% | $169,993+51.2% | $139,434+84.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.71% | 60.50%-52.8pp | 53.37%-45.7pp | 372.94%-365.2pp |
| Employer contribution / active EE | $3,088 | $7,590-59.3% | $6,785-54.5% | $4,751-35.0% |
| Participant deferral / active EE | $19,183 | $11,622+65.1% | $10,408+84.3% | $6,710+185.9% |
| Admin fee / account holder | $14 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |