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 | $271,428 | $150,440+80.4% | $136,294+99.1% | $147,584+83.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.67% | 1049.08%-1040.4pp | 5155.94%-5147.3pp | 578.55%-569.9pp |
| Employer contribution / active EE | $16,469 | $5,256+213.3% | $4,695+250.7% | $4,876+237.7% |
| Participant deferral / active EE | $10,643 | $6,630+60.5% | $6,247+70.4% | $5,439+95.7% |
| Admin fee / account holder | $171 | $10,905-98.4% | $9,243-98.2% | $10,885-98.4% |