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 6-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 | $1,046,804 | $210,648+396.9% | $177,989+488.1% | $145,922+617.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.69% | 385.86%-381.2pp | 294.48%-289.8pp | 561.29%-556.6pp |
| Employer contribution / active EE | $6,900 | $4,565+51.2% | $3,949+74.7% | $4,660+48.1% |
| Participant deferral / active EE | $27,500 | $6,958+295.2% | $6,276+338.2% | $6,688+311.2% |
| Admin fee / account holder | $75 | $12,013-99.4% | $10,363-99.3% | $13,397-99.4% |