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 | $500,433 | $114,381+337.5% | $107,525+365.4% | $142,382+251.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.14% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $8,479 | $4,015+111.2% | $3,754+125.9% | $4,299+97.2% |
| Participant deferral / active EE | $1,095 | $5,564-80.3% | $5,116-78.6% | $6,507-83.2% |
| Admin fee / account holder | $255 | $9,860-97.4% | $8,919-97.1% | $12,624-98.0% |