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 | $266,634 | $83,337+219.9% | $67,834+293.1% | $273,961-2.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 1.98% | 259.45%-257.5pp | 138.47%-136.5pp | 41.45%-39.5pp |
| Employer contribution / active EE | $4,041 | $3,287+22.9% | $2,403+68.1% | $4,869-17.0% |
| Participant deferral / active EE | $10,067 | $4,088+146.3% | $3,160+218.6% | $5,287+90.4% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |