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 4-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 | $311,054 | $201,272+54.5% | $184,203+68.9% | $145,922+113.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.22% | 29.00%-19.8pp | 28.81%-19.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,264 | $7,022-67.8% | $6,427-64.8% | $4,660-51.4% |
| Participant deferral / active EE | $15,600 | $9,806+59.1% | $9,131+70.8% | $6,688+133.3% |
| Admin fee / account holder | $172 | $16,364-99.0% | $13,901-98.8% | $13,397-98.7% |