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 | $266,477 | $209,411+27.3% | $178,490+49.3% | $158,922+67.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.64% | 188.75%-166.1pp | 151.07%-128.4pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,388 | $5,706-75.7% | $5,011-72.3% | $4,761-70.8% |
| Participant deferral / active EE | $1,822 | $5,954-69.4% | $5,202-65.0% | $5,982-69.5% |
| Admin fee / account holder | $120 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |