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 | $1,184,894 | $214,378+452.7% | $200,582+490.7% | $142,382+732.2% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 13.86% | 46.41%-32.5pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,290 | $6,841-81.1% | $6,419-79.9% | $4,299-70.0% |
| Participant deferral / active EE | $11,707 | $9,865+18.7% | $9,331+25.5% | $6,507+79.9% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |