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 | $422,229 | $100,852+318.7% | $90,404+367.0% | $158,922+165.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.89% | 1724.20%-1720.3pp | 1293.02%-1289.1pp | 302.83%-298.9pp |
| Employer contribution / active EE | $1,330 | $3,689-63.9% | $3,262-59.2% | $4,761-72.1% |
| Participant deferral / active EE | $4,250 | $4,348-2.2% | $3,963+7.2% | $5,982-29.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |