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 | $1,830,269 | $214,378+753.8% | $200,582+812.5% | $142,382+1185.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 87.80% | 46.41%+41.4pp | 42.33%+45.5pp | 217.08%-129.3pp |
| Employer contribution / active EE | $326 | $6,841-95.2% | $6,419-94.9% | $4,299-92.4% |
| Participant deferral / active EE | $9,000 | $9,865-8.8% | $9,331-3.5% | $6,507+38.3% |
| Admin fee / account holder | $103 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |