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 | $435,788 | $165,335+163.6% | $149,696+191.1% | $158,922+174.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.54% | 348.15%-330.6pp | 276.60%-259.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $267 | $5,103-94.8% | $4,644-94.3% | $4,761-94.4% |
| Participant deferral / active EE | $4,660 | $7,181-35.1% | $6,842-31.9% | $5,982-22.1% |
| Admin fee / account holder | $18 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |