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 | $972,331 | $217,402+347.2% | $185,823+423.3% | $167,490+480.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.88% | 148.36%-130.5pp | 122.05%-104.2pp | 478.56%-460.7pp |
| Employer contribution / active EE | $695 | $5,873-88.2% | $5,167-86.6% | $4,837-85.6% |
| Participant deferral / active EE | $13,167 | $6,356+107.1% | $5,568+136.5% | $6,341+107.6% |
| Admin fee / account holder | $237 | $19,811-98.8% | $16,237-98.5% | $12,309-98.1% |