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 6-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 | $474,741 | $117,983+302.4% | $101,794+366.4% | $142,382+233.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 1.06% | 36.92%-35.9pp | 30.53%-29.5pp | 217.08%-216.0pp |
| Employer contribution / active EE | $2,040 | $2,773-26.4% | $2,289-10.9% | $4,299-52.6% |
| Participant deferral / active EE | $3,185 | $4,714-32.4% | $4,084-22.0% | $6,507-51.1% |
| Admin fee / account holder | $96 | $10,433-99.1% | $8,777-98.9% | $12,624-99.2% |