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 | $294,634 | $176,812+66.6% | $146,665+100.9% | $167,490+75.9% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 0.93% | 24.03%-23.1pp | 22.74%-21.8pp | 478.56%-477.6pp |
| Employer contribution / active EE | $1,646 | $5,160-68.1% | $4,136-60.2% | $4,837-66.0% |
| Participant deferral / active EE | $6,398 | $6,440-0.6% | $5,506+16.2% | $6,341+0.9% |
| Admin fee / account holder | $1 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |