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.
Participant 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 | $638,550 | $175,202+264.5% | $149,673+326.6% | $139,434+358.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 42.76% | 166.71%-124.0pp | 134.42%-91.7pp | 372.94%-330.2pp |
| Employer contribution / active EE | $31,350 | $5,474+472.7% | $4,818+550.7% | $4,751+559.9% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $172 | $16,150-98.9% | $13,210-98.7% | $11,403-98.5% |