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 | $301,531 | $175,202+72.1% | $149,673+101.5% | $139,434+116.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 6.33% | 166.71%-160.4pp | 134.42%-128.1pp | 372.94%-366.6pp |
| Employer contribution / active EE | $20,693 | $5,474+278.0% | $4,818+329.5% | $4,751+335.6% |
| Participant deferral / active EE | $8,994 | $6,519+38.0% | $5,680+58.3% | $6,710+34.0% |
| Admin fee / account holder | $161 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |