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 | $1,034,738 | $217,402+376.0% | $185,823+456.8% | $167,490+517.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 1.74% | 148.36%-146.6pp | 122.05%-120.3pp | 478.56%-476.8pp |
| Employer contribution / active EE | $14,582 | $5,873+148.3% | $5,167+182.2% | $4,837+201.4% |
| Participant deferral / active EE | $15,600 | $6,356+145.4% | $5,568+180.2% | $6,341+146.0% |
| Admin fee / account holder | $14 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |