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 6-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 | $305,328 | $210,648+44.9% | $177,989+71.5% | $145,922+109.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.89% | 385.86%-374.0pp | 294.48%-282.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $36,329 | $4,565+695.9% | $3,949+820.0% | $4,660+679.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,688-100.0% |
| Admin fee / account holder | $39 | $12,013-99.7% | $10,363-99.6% | $13,397-99.7% |