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 | $276,842 | $176,056+57.2% | $159,436+73.6% | $167,490+65.3% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 27.29% | 331.75%-304.5pp | 263.57%-236.3pp | 478.56%-451.3pp |
| Employer contribution / active EE | $826 | $5,297-84.4% | $4,829-82.9% | $4,837-82.9% |
| Participant deferral / active EE | $8,073 | $7,750+4.2% | $7,352+9.8% | $6,341+27.3% |
| Admin fee / account holder | $166 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |