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 | $269,586 | $165,335+63.1% | $149,696+80.1% | $158,922+69.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 8.12% | 348.15%-340.0pp | 276.60%-268.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $2,647 | $5,103-48.1% | $4,644-43.0% | $4,761-44.4% |
| Participant deferral / active EE | $13,047 | $7,181+81.7% | $6,842+90.7% | $5,982+118.1% |
| Admin fee / account holder | $205 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |