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 | $351,176 | $176,056+99.5% | $159,436+120.3% | $167,490+109.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.94% | 331.75%-321.8pp | 263.57%-253.6pp | 478.56%-468.6pp |
| Employer contribution / active EE | $16,650 | $5,297+214.3% | $4,829+244.8% | $4,837+244.2% |
| Participant deferral / active EE | $26,000 | $7,750+235.5% | $7,352+253.6% | $6,341+310.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |