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 | $656,929 | $179,726+265.5% | $156,263+320.4% | $142,382+361.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.35% | 77.86%-68.5pp | 59.47%-50.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $16,667 | $5,069+228.8% | $4,333+284.6% | $4,299+287.7% |
| Participant deferral / active EE | $13,585 | $6,956+95.3% | $6,158+120.6% | $6,507+108.8% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |