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 | $258,447 | $176,056+46.8% | $159,436+62.1% | $167,490+54.3% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 8.08% | 331.75%-323.7pp | 263.57%-255.5pp | 478.56%-470.5pp |
| Employer contribution / active EE | $5,635 | $5,297+6.4% | $4,829+16.7% | $4,837+16.5% |
| Participant deferral / active EE | $12,200 | $7,750+57.4% | $7,352+65.9% | $6,341+92.4% |
| Admin fee / account holder | $15 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |