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 | $397,227 | $135,952+192.2% | $123,892+220.6% | $273,961+45.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -5.00% | 56.63%-61.6pp | 47.52%-52.5pp | 41.45%-46.5pp |
| Employer contribution / active EE | $10,883 | $5,170+110.5% | $4,617+135.7% | $4,869+123.5% |
| Participant deferral / active EE | $9,107 | $6,343+43.6% | $5,984+52.2% | $5,287+72.2% |
| Admin fee / account holder | $139 | $9,817-98.6% | $8,357-98.3% | $10,132-98.6% |