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 7-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 | $542,024 | $297,529+82.2% | $246,525+119.9% | $357,791+51.5% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 15.87% | -2.25%+18.1pp | 0.46%+15.4pp | 396.79%-380.9pp |
| Employer contribution / active EE | $2,264 | $8,709-74.0% | $7,467-69.7% | $7,508-69.8% |
| Participant deferral / active EE | $17,667 | $6,076+190.8% | $5,422+225.8% | $5,521+220.0% |
| Admin fee / account holder | $0 | $16,212-100.0% | $16,551-100.0% | $28,387-100.0% |