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 | $292,790 | $144,119+103.2% | $117,854+148.4% | $147,584+98.4% |
| Participation rate | 72.7% | 83.4%-10.7pp | 79.7%-6.9pp | 82.8%-10.1pp |
| Annual return | 20.29% | 531.15%-510.9pp | 335.08%-314.8pp | 578.55%-558.3pp |
| Employer contribution / active EE | $11,778 | $4,896+140.5% | $3,786+211.1% | $4,876+141.5% |
| Participant deferral / active EE | $1,365 | $5,316-74.3% | $4,482-69.5% | $5,439-74.9% |
| Admin fee / account holder | $81 | $10,886-99.3% | $8,020-99.0% | $10,885-99.3% |