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 | $268,256 | $201,259+33.3% | $184,200+45.6% | $145,959+83.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.98% | 28.98%-24.0pp | 28.80%-23.8pp | 561.95%-557.0pp |
| Employer contribution / active EE | $1,618 | $7,018-76.9% | $6,424-74.8% | $4,661-65.3% |
| Participant deferral / active EE | $10,420 | $9,806+6.3% | $9,132+14.1% | $6,689+55.8% |
| Admin fee / account holder | $4 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |