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 5-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 | $498,026 | $154,228+222.9% | $145,433+242.4% | $137,256+262.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -18.29% | 74.59%-92.9pp | 66.58%-84.9pp | 220.34%-238.6pp |
| Employer contribution / active EE | $23,250 | $4,804+384.0% | $4,554+410.5% | $4,156+459.4% |
| Participant deferral / active EE | $15,500 | $8,216+88.6% | $7,897+96.3% | $6,407+141.9% |
| Admin fee / account holder | $1 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |