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 | $581,252 | $214,378+171.1% | $200,582+189.8% | $142,382+308.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 16.21% | 46.41%-30.2pp | 42.33%-26.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,155 | $6,841-83.1% | $6,419-82.0% | $4,299-73.1% |
| Participant deferral / active EE | $7,600 | $9,865-23.0% | $9,331-18.6% | $6,507+16.8% |
| Admin fee / account holder | $15 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |