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 | $470,264 | $202,318+132.4% | $172,739+172.2% | $152,861+207.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.44% | 1029.65%-1027.2pp | 802.84%-800.4pp | 345.32%-342.9pp |
| Employer contribution / active EE | $5,912 | $5,856+1.0% | $5,143+15.0% | $4,762+24.1% |
| Participant deferral / active EE | $5,472 | $5,948-8.0% | $5,198+5.3% | $5,850-6.5% |
| Admin fee / account holder | $84 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |