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 | $286,112 | $176,056+62.5% | $159,436+79.5% | $167,490+70.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 32.43% | 331.75%-299.3pp | 263.57%-231.1pp | 478.56%-446.1pp |
| Employer contribution / active EE | $6,859 | $5,297+29.5% | $4,829+42.0% | $4,837+41.8% |
| Participant deferral / active EE | $2,322 | $7,750-70.0% | $7,352-68.4% | $6,341-63.4% |
| Admin fee / account holder | $253 | $12,554-98.0% | $10,799-97.7% | $12,309-97.9% |