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 | $280,401 | $209,411+33.9% | $178,490+57.1% | $158,922+76.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.98% | 188.75%-185.8pp | 151.07%-148.1pp | 302.83%-299.8pp |
| Employer contribution / active EE | $12,809 | $5,706+124.5% | $5,011+155.6% | $4,761+169.0% |
| Participant deferral / active EE | $10,121 | $5,954+70.0% | $5,202+94.6% | $5,982+69.2% |
| Admin fee / account holder | -$219 | $17,074-101.3% | $13,984-101.6% | $11,246-101.9% |