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 | $415,886 | $197,591+110.5% | $177,821+133.9% | $158,922+161.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.86% | 58.76%-55.9pp | 48.32%-45.5pp | 302.83%-300.0pp |
| Employer contribution / active EE | $1,857 | $6,697-72.3% | $5,918-68.6% | $4,761-61.0% |
| Participant deferral / active EE | $13,667 | $8,405+62.6% | $7,714+77.2% | $5,982+128.5% |
| Admin fee / account holder | $75 | $15,399-99.5% | $12,427-99.4% | $11,246-99.3% |