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 | $870,919 | $217,402+300.6% | $185,823+368.7% | $167,490+420.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.36% | 148.36%-145.0pp | 122.05%-118.7pp | 478.56%-475.2pp |
| Employer contribution / active EE | $14,541 | $5,873+147.6% | $5,167+181.4% | $4,837+200.6% |
| Participant deferral / active EE | $8,667 | $6,356+36.3% | $5,568+55.7% | $6,341+36.7% |
| Admin fee / account holder | $90 | $19,811-99.5% | $16,237-99.4% | $12,309-99.3% |