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 | $372,805 | $150,440+147.8% | $136,294+173.5% | $147,584+152.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.93% | 1049.08%-1032.2pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $15,436 | $5,256+193.7% | $4,695+228.7% | $4,876+216.5% |
| Participant deferral / active EE | $1,071 | $6,630-83.8% | $6,247-82.9% | $5,439-80.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |