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 | $306,404 | $155,788+96.7% | $124,672+145.8% | $167,490+82.9% |
| Participation rate | 83.3% | 81.1%+2.2pp | 74.6%+8.7pp | 82.1%+1.2pp |
| Annual return | 31.26% | 17.97%+13.3pp | 5142.93%-5111.7pp | 478.56%-447.3pp |
| Employer contribution / active EE | $722 | $4,163-82.7% | $3,324-78.3% | $4,837-85.1% |
| Participant deferral / active EE | $1,528 | $5,673-73.1% | $4,614-66.9% | $6,341-75.9% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |