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 | $300,885 | $202,432+48.6% | $169,368+77.7% | $139,434+115.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.73% | 531.74%-526.0pp | 405.60%-399.9pp | 372.94%-367.2pp |
| Employer contribution / active EE | $4,649 | $4,692-0.9% | $4,013+15.8% | $4,751-2.2% |
| Participant deferral / active EE | $20,110 | $6,938+189.8% | $6,221+223.2% | $6,710+199.7% |
| Admin fee / account holder | $159 | $10,708-98.5% | $9,003-98.2% | $11,403-98.6% |