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 | $1,503,243 | $210,648+613.6% | $177,989+744.6% | $145,922+930.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.33% | 385.86%-371.5pp | 294.48%-280.2pp | 561.29%-547.0pp |
| Employer contribution / active EE | $76,500 | $4,565+1576.0% | $3,949+1837.4% | $4,660+1541.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,688-100.0% |
| Admin fee / account holder | $200 | $12,013-98.3% | $10,363-98.1% | $13,397-98.5% |