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 | $179,726+54.4% | $156,263+77.6% | $142,382+94.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.01% | 77.86%-69.8pp | 59.47%-51.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $3,940 | $5,069-22.3% | $4,333-9.1% | $4,299-8.4% |
| Participant deferral / active EE | $5,875 | $6,956-15.5% | $6,158-4.6% | $6,507-9.7% |
| Admin fee / account holder | $31 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |