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 | $517,860 | $175,202+195.6% | $149,673+246.0% | $139,434+271.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.03% | 166.71%-157.7pp | 134.42%-125.4pp | 372.94%-363.9pp |
| Employer contribution / active EE | $14,195 | $5,474+159.3% | $4,818+194.6% | $4,751+198.8% |
| Participant deferral / active EE | $11,279 | $6,519+73.0% | $5,680+98.6% | $6,710+68.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |