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 | $361,962 | $124,185+191.5% | $108,410+233.9% | $167,490+116.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 3.83% | 1379.64%-1375.8pp | 905.27%-901.4pp | 478.56%-474.7pp |
| Employer contribution / active EE | $4,452 | $4,187+6.3% | $3,558+25.1% | $4,837-8.0% |
| Participant deferral / active EE | $11,337 | $6,908+64.1% | $6,563+72.8% | $6,341+78.8% |
| Admin fee / account holder | $192 | $9,455-98.0% | $7,295-97.4% | $12,309-98.4% |