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 | $331,918 | $85,766+287.0% | $136,294+143.5% | $70,131+373.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.43% | 31.45%-18.0pp | 5155.94%-5142.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $7,838 | $2,966+164.2% | $4,695+66.9% | $2,342+234.6% |
| Participant deferral / active EE | $11,465 | $5,051+127.0% | $6,247+83.5% | $3,332+244.1% |
| Admin fee / account holder | $166 | $5,420-96.9% | $9,243-98.2% | $4,645-96.4% |