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 | $351,320 | $117,983+197.8% | $101,794+245.1% | $142,382+146.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.24% | 36.92%-27.7pp | 30.53%-21.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $12,577 | $2,773+353.6% | $2,289+449.5% | $4,299+192.5% |
| Participant deferral / active EE | $6,207 | $4,714+31.7% | $4,084+52.0% | $6,507-4.6% |
| Admin fee / account holder | $256 | $10,433-97.5% | $8,777-97.1% | $12,624-98.0% |