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 | $272,301 | $100,852+170.0% | $90,404+201.2% | $158,922+71.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.84% | 1724.20%-1716.4pp | 1293.02%-1285.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $14,687 | $3,689+298.2% | $3,262+350.2% | $4,761+208.5% |
| Participant deferral / active EE | $9,313 | $4,348+114.2% | $3,963+135.0% | $5,982+55.7% |
| Admin fee / account holder | $2 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |