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 9-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 | $474,721 | $138,065+243.8% | $123,544+284.3% | $135,375+250.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.42% | 153.68%-152.3pp | 119.20%-117.8pp | 519.73%-518.3pp |
| Employer contribution / active EE | $124 | $5,151-97.6% | $4,628-97.3% | $4,779-97.4% |
| Participant deferral / active EE | $4,338 | $6,799-36.2% | $6,426-32.5% | $5,609-22.7% |
| Admin fee / account holder | $154 | $10,916-98.6% | $9,284-98.3% | $10,827-98.6% |