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 | $259,181 | $227,553+13.9% | $189,557+36.7% | $167,490+54.7% |
| Participation rate | 71.4% | 82.5%-11.1pp | 78.4%-7.0pp | 82.1%-10.7pp |
| Annual return | 16.10% | 78.40%-62.3pp | 64.17%-48.1pp | 478.56%-462.5pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,811 | $7,002+11.6% | $6,174+26.5% | $6,341+23.2% |
| Admin fee / account holder | $9 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |