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 | $250,391 | $140,588+78.1% | $123,104+103.4% | $125,391+99.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 10.98% | 16.80%-5.8pp | 13.22%-2.2pp | 282.22%-271.2pp |
| Employer contribution / active EE | $1,064 | $6,041-82.4% | $5,151-79.3% | $4,866-78.1% |
| Participant deferral / active EE | $12,000 | $6,980+71.9% | $6,230+92.6% | $5,352+124.2% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |