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 | $260,140 | $115,770+124.7% | $101,248+156.9% | $158,922+63.7% |
| Participation rate | 95.2% | 79.4%+15.9pp | 75.8%+19.4pp | 82.0%+13.3pp |
| Annual return | 11.38% | 56.14%-44.8pp | 46.47%-35.1pp | 302.83%-291.4pp |
| Employer contribution / active EE | -$5,503 | $4,175-231.8% | $3,660-250.4% | $4,761-215.6% |
| Participant deferral / active EE | $4,493 | $4,957-9.4% | $4,370+2.8% | $5,982-24.9% |
| Admin fee / account holder | $4 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |