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 | $266,596 | $171,865+55.1% | $149,718+78.1% | $147,584+80.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.14% | 2113.22%-2106.1pp | 1501.63%-1494.5pp | 578.55%-571.4pp |
| Employer contribution / active EE | $5,211 | $6,275-17.0% | $5,445-4.3% | $4,876+6.9% |
| Participant deferral / active EE | $2,590 | $7,271-64.4% | $6,569-60.6% | $5,439-52.4% |
| Admin fee / account holder | $201 | $13,799-98.5% | $11,283-98.2% | $10,885-98.2% |