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 | $353,697 | $175,600+101.4% | $129,110+174.0% | $134,475+163.0% |
| Participation rate | 77.8% | 81.6%-3.8pp | 77.3%+0.5pp | 81.2%-3.4pp |
| Annual return | 10.60% | -11.39%+22.0pp | -10.94%+21.5pp | 417.96%-407.4pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,799 | $7,975-77.4% | $6,542-72.5% | $6,400-71.9% |
| Admin fee / account holder | $143 | $23,567-99.4% | $14,302-99.0% | $11,426-98.7% |