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 | $353,933 | $209,336+69.1% | $197,124+79.5% | $137,256+157.9% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 17.17% | 48.09%-30.9pp | 44.34%-27.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,168 | $6,591-82.3% | $6,227-81.3% | $4,156-71.9% |
| Participant deferral / active EE | $8,097 | $9,614-15.8% | $9,135-11.4% | $6,407+26.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |