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 9-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 | $289,767 | $209,336+38.4% | $197,124+47.0% | $137,256+111.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.47% | 48.09%-39.6pp | 44.34%-35.9pp | 220.34%-211.9pp |
| Employer contribution / active EE | $2,872 | $6,591-56.4% | $6,227-53.9% | $4,156-30.9% |
| Participant deferral / active EE | $15,957 | $9,614+66.0% | $9,135+74.7% | $6,407+149.1% |
| Admin fee / account holder | $69 | $17,308-99.6% | $16,298-99.6% | $12,270-99.4% |