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 | $284,784 | $171,865+65.7% | $149,718+90.2% | $147,584+93.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.34% | 2113.22%-2103.9pp | 1501.63%-1492.3pp | 578.55%-569.2pp |
| Employer contribution / active EE | $15,805 | $6,275+151.9% | $5,445+190.3% | $4,876+224.1% |
| Participant deferral / active EE | $592 | $7,271-91.9% | $6,569-91.0% | $5,439-89.1% |
| Admin fee / account holder | $36 | $13,799-99.7% | $11,283-99.7% | $10,885-99.7% |