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 | $475,534 | $238,490+99.4% | $180,183+163.9% | $142,382+234.0% |
| Participation rate | 88.9% | 82.3%+6.6pp | 77.4%+11.5pp | 80.1%+8.8pp |
| Annual return | 6.23% | 33.56%-27.3pp | 27.86%-21.6pp | 217.08%-210.8pp |
| Employer contribution / active EE | $0 | $6,143-100.0% | $5,039-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,454 | $7,996-69.3% | $6,822-64.0% | $6,507-62.3% |
| Admin fee / account holder | $125 | $28,866-99.6% | $19,975-99.4% | $12,624-99.0% |