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.
Participant 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 | $459,708 | $202,318+127.2% | $172,739+166.1% | $152,861+200.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.18% | 1029.65%-1006.5pp | 802.84%-779.7pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,949 | $5,856-49.6% | $5,143-42.7% | $4,762-38.1% |
| Participant deferral / active EE | $963 | $5,948-83.8% | $5,198-81.5% | $5,850-83.5% |
| Admin fee / account holder | $21 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |