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 | $286,647 | $144,119+98.9% | $117,854+143.2% | $147,584+94.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 5.00% | 531.15%-526.1pp | 335.08%-330.1pp | 578.55%-573.5pp |
| Employer contribution / active EE | $24,952 | $4,896+409.6% | $3,786+559.0% | $4,876+411.7% |
| Participant deferral / active EE | $14,202 | $5,316+167.2% | $4,482+216.9% | $5,439+161.1% |
| Admin fee / account holder | $63 | $10,886-99.4% | $8,020-99.2% | $10,885-99.4% |