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 | $420,416 | $142,344+195.4% | $119,609+251.5% | $134,475+212.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.60% | -12.44%-4.2pp | -14.97%-1.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $16,591 | $5,222+217.7% | $4,232+292.0% | $4,740+250.0% |
| Participant deferral / active EE | $1,775 | $6,469-72.6% | $5,602-68.3% | $6,400-72.3% |
| Admin fee / account holder | $177 | $13,584-98.7% | $10,323-98.3% | $11,426-98.5% |