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 | $277,505 | $178,174+55.7% | $156,181+77.7% | $137,256+102.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.01% | 84.19%-76.2pp | 64.87%-56.9pp | 220.34%-212.3pp |
| Employer contribution / active EE | $3,940 | $4,972-20.8% | $4,294-8.3% | $4,156-5.2% |
| Participant deferral / active EE | $5,875 | $6,888-14.7% | $6,132-4.2% | $6,407-8.3% |
| Admin fee / account holder | $31 | $17,404-99.8% | $14,586-99.8% | $12,270-99.7% |