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 | $313,063 | $150,440+108.1% | $136,294+129.7% | $147,584+112.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.41% | 1049.08%-1043.7pp | 5155.94%-5150.5pp | 578.55%-573.1pp |
| Employer contribution / active EE | $10,699 | $5,256+103.6% | $4,695+127.9% | $4,876+119.4% |
| Participant deferral / active EE | $8,046 | $6,630+21.3% | $6,247+28.8% | $5,439+47.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |