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 | $841,766 | $183,592+358.5% | $155,567+441.1% | $145,959+476.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 10.76% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $478 | $5,315-91.0% | $4,674-89.8% | $4,661-89.7% |
| Participant deferral / active EE | $2,883 | $6,464-55.4% | $5,628-48.8% | $6,689-56.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |