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 | $315,111 | $142,344+121.4% | $119,609+163.5% | $134,475+134.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.94% | -12.44%+6.5pp | -14.97%+9.0pp | 417.96%-423.9pp |
| Employer contribution / active EE | $1,500 | $5,222-71.3% | $4,232-64.6% | $4,740-68.4% |
| Participant deferral / active EE | $1,800 | $6,469-72.2% | $5,602-67.9% | $6,400-71.9% |
| Admin fee / account holder | $25 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |