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 | $299,372 | $202,318+48.0% | $172,739+73.3% | $152,861+95.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.31% | 1029.65%-1027.3pp | 802.84%-800.5pp | 345.32%-343.0pp |
| Employer contribution / active EE | $13,023 | $5,856+122.4% | $5,143+153.2% | $4,762+173.5% |
| Participant deferral / active EE | $8,167 | $5,948+37.3% | $5,198+57.1% | $5,850+39.6% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |