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 | $256,752 | $105,998+142.2% | $92,233+178.4% | $147,584+74.0% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 13.51% | 50.05%-36.5pp | 176.28%-162.8pp | 578.55%-565.0pp |
| Employer contribution / active EE | $307 | $4,333-92.9% | $3,679-91.6% | $4,876-93.7% |
| Participant deferral / active EE | $6,149 | $4,478+37.3% | $3,897+57.8% | $5,439+13.1% |
| Admin fee / account holder | $31 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |