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 | $410,388 | $106,543+285.2% | $91,220+349.9% | $134,475+205.2% |
| Participation rate | 72.7% | 76.8%-4.1pp | 73.2%-0.5pp | 81.2%-8.5pp |
| Annual return | 3.01% | 160.60%-157.6pp | 114.01%-111.0pp | 417.96%-414.9pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $339 | $4,719-92.8% | $4,234-92.0% | $6,400-94.7% |
| Admin fee / account holder | $214 | $6,231-96.6% | $5,420-96.1% | $11,426-98.1% |