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 | $339,095 | $115,882+192.6% | $100,516+237.4% | $158,922+113.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.61% | 34.79%-28.2pp | 30.89%-24.3pp | 302.83%-296.2pp |
| Employer contribution / active EE | $16,230 | $4,103+295.6% | $3,418+374.9% | $4,761+240.9% |
| Participant deferral / active EE | $18,937 | $6,674+183.7% | $6,270+202.0% | $5,982+216.6% |
| Admin fee / account holder | $276 | $10,995-97.5% | $8,081-96.6% | $11,246-97.5% |