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 | $454,454 | $172,111+164.0% | $150,298+202.4% | $137,256+231.1% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 10.91% | 69.37%-58.5pp | 62.79%-51.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $11,563 | $4,636+149.4% | $4,154+178.3% | $4,156+178.2% |
| Participant deferral / active EE | $6,274 | $6,166+1.8% | $5,453+15.1% | $6,407-2.1% |
| Admin fee / account holder | $286 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |