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 | $297,445 | $107,934+175.6% | $91,989+223.3% | $152,861+94.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 9.41% | 89.24%-79.8pp | 69.02%-59.6pp | 345.32%-335.9pp |
| Employer contribution / active EE | $16,024 | $4,210+280.6% | $3,452+364.2% | $4,762+236.5% |
| Participant deferral / active EE | $18,531 | $6,364+191.2% | $5,923+212.9% | $5,850+216.8% |
| Admin fee / account holder | $246 | $10,520-97.7% | $7,743-96.8% | $11,596-97.9% |