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 9-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 | $283,027 | $124,281+127.7% | $109,143+159.3% | $167,490+69.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.88% | 26.04%-19.2pp | 25.75%-18.9pp | 478.56%-471.7pp |
| Employer contribution / active EE | $32,245 | $4,207+666.4% | $3,722+766.4% | $4,837+566.6% |
| Participant deferral / active EE | $23,201 | $5,255+341.5% | $4,653+398.6% | $6,341+265.9% |
| Admin fee / account holder | $6 | $7,970-99.9% | $6,752-99.9% | $12,309-99.9% |