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 | $2,038,603 | $176,377+1055.8% | $134,143+1419.7% | $158,922+1182.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.43% | 63.63%-52.2pp | 36.33%-24.9pp | 302.83%-291.4pp |
| Employer contribution / active EE | $29,842 | $5,040+492.0% | $3,704+705.7% | $4,761+526.8% |
| Participant deferral / active EE | $0 | $4,091-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |