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 | $373,289 | $111,754+234.0% | $103,333+261.2% | $145,922+155.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.49% | 24.77%-10.3pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $23,625 | $4,212+460.8% | $3,868+510.8% | $4,660+407.0% |
| Participant deferral / active EE | $274 | $5,619-95.1% | $5,057-94.6% | $6,688-95.9% |
| Admin fee / account holder | $108 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |