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 | $349,841 | $202,318+72.9% | $172,739+102.5% | $152,861+128.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.17% | 1029.65%-1000.5pp | 802.84%-773.7pp | 345.32%-316.2pp |
| Employer contribution / active EE | $903 | $5,856-84.6% | $5,143-82.4% | $4,762-81.0% |
| Participant deferral / active EE | $5,000 | $5,948-15.9% | $5,198-3.8% | $5,850-14.5% |
| Admin fee / account holder | $222 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |