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 | $297,395 | $152,587+94.9% | $125,175+137.6% | $152,861+94.6% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 19.04% | 54.84%-35.8pp | 43.79%-24.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $511 | $4,946-89.7% | $3,865-86.8% | $4,762-89.3% |
| Participant deferral / active EE | $4,150 | $5,868-29.3% | $4,937-15.9% | $5,850-29.1% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |