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 | $302,144 | $181,894+66.1% | $156,549+93.0% | $273,961+10.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.26% | 30.74%-29.5pp | 32.23%-31.0pp | 41.45%-40.2pp |
| Employer contribution / active EE | $4,715 | $6,248-24.5% | $5,501-14.3% | $4,869-3.2% |
| Participant deferral / active EE | $10,500 | $5,550+89.2% | $4,871+115.6% | $5,287+98.6% |
| Admin fee / account holder | $111 | $15,559-99.3% | $13,027-99.1% | $10,132-98.9% |