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 | $404,726 | $99,020+308.7% | $86,590+367.4% | $147,584+174.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.31% | 1312.34%-1309.0pp | 964.84%-961.5pp | 578.55%-575.2pp |
| Employer contribution / active EE | $20,846 | $3,132+565.6% | $2,839+634.2% | $4,876+327.5% |
| Participant deferral / active EE | $11,787 | $3,972+196.7% | $3,609+226.6% | $5,439+116.7% |
| Admin fee / account holder | -$18,290 | $5,710-420.3% | $4,906-472.8% | $10,885-268.0% |