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.
Employer contribution per participant 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 | $295,859 | $105,860+179.5% | $90,749+226.0% | $134,475+120.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.59% | -11.01%-6.6pp | -12.16%-5.4pp | 417.96%-435.6pp |
| Employer contribution / active EE | $441 | $3,462-87.3% | $2,921-84.9% | $4,740-90.7% |
| Participant deferral / active EE | $6,126 | $5,216+17.5% | $4,564+34.2% | $6,400-4.3% |
| Admin fee / account holder | $3 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |