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 | $405,173 | $217,402+86.4% | $185,823+118.0% | $167,490+141.9% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 22.28% | 148.36%-126.1pp | 122.05%-99.8pp | 478.56%-456.3pp |
| Employer contribution / active EE | $1,072 | $5,873-81.8% | $5,167-79.3% | $4,837-77.8% |
| Participant deferral / active EE | $4,198 | $6,356-34.0% | $5,568-24.6% | $6,341-33.8% |
| Admin fee / account holder | $30 | $19,811-99.8% | $16,237-99.8% | $12,309-99.8% |