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 | $417,938 | $101,283+312.6% | $75,826+451.2% | $135,375+208.7% |
| Participation rate | 75.0% | 72.7%+2.3pp | 68.2%+6.8pp | 82.6%-7.6pp |
| Annual return | 11.70% | 3384.62%-3372.9pp | 1914.15%-1902.4pp | 519.73%-508.0pp |
| Employer contribution / active EE | $266 | $2,382-88.9% | $1,913-86.1% | $4,779-94.4% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $2,862-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11 | $6,539-99.8% | $4,726-99.8% | $10,827-99.9% |