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 | $629,795 | $88,751+609.6% | $81,812+669.8% | $145,922+331.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 30.85% | 1025.40%-994.6pp | 773.79%-742.9pp | 561.29%-530.4pp |
| Employer contribution / active EE | $320 | $3,083-89.6% | $2,912-89.0% | $4,660-93.1% |
| Participant deferral / active EE | $2,500 | $4,643-46.2% | $4,319-42.1% | $6,688-62.6% |
| Admin fee / account holder | $60 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |