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.
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 | $278,134 | $96,635+187.8% | $86,612+221.1% | $139,434+99.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.78% | 106.41%-80.6pp | 591.07%-565.3pp | 372.94%-347.2pp |
| Employer contribution / active EE | $2,193 | $3,263-32.8% | $3,022-27.5% | $4,751-53.8% |
| Participant deferral / active EE | $4,069 | $4,836-15.9% | $4,438-8.3% | $6,710-39.4% |
| Admin fee / account holder | $151 | $6,408-97.6% | $5,614-97.3% | $11,403-98.7% |