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 | $291,261 | $159,934+82.1% | $147,005+98.1% | $145,959+99.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 15.01% | 98.24%-83.2pp | 418.76%-403.8pp | 561.95%-546.9pp |
| Employer contribution / active EE | $675 | $5,287-87.2% | $4,934-86.3% | $4,661-85.5% |
| Participant deferral / active EE | $5,194 | $8,427-38.4% | $8,070-35.6% | $6,689-22.3% |
| Admin fee / account holder | $44 | $15,053-99.7% | $13,006-99.7% | $13,398-99.7% |