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 | $512,637 | $228,332+124.5% | $185,823+175.9% | $158,922+222.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.33% | 40.80%-40.5pp | 35.95%-35.6pp | 302.83%-302.5pp |
| Employer contribution / active EE | $31,250 | $4,967+529.2% | $4,087+664.5% | $4,761+556.4% |
| Participant deferral / active EE | $22,750 | $6,415+254.7% | $5,632+303.9% | $5,982+280.3% |
| Admin fee / account holder | $161 | $11,864-98.6% | $9,500-98.3% | $11,246-98.6% |