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 | $329,503 | $149,734+120.1% | $118,925+177.1% | $158,922+107.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.09% | 19.95%-2.9pp | 35.88%-18.8pp | 302.83%-285.7pp |
| Employer contribution / active EE | $28 | $4,115-99.3% | $3,263-99.1% | $4,761-99.4% |
| Participant deferral / active EE | $4,800 | $5,223-8.1% | $4,265+12.5% | $5,982-19.8% |
| Admin fee / account holder | $2 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |