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 | $321,607 | $183,963+74.8% | $162,163+98.3% | $152,861+110.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 2.14% | 150.76%-148.6pp | 115.59%-113.5pp | 345.32%-343.2pp |
| Employer contribution / active EE | $3,000 | $6,371-52.9% | $5,614-46.6% | $4,762-37.0% |
| Participant deferral / active EE | $25,000 | $8,034+211.2% | $7,298+242.6% | $5,850+327.3% |
| Admin fee / account holder | $267 | $13,121-98.0% | $10,843-97.5% | $11,596-97.7% |