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 | $346,125 | $96,635+258.2% | $86,612+299.6% | $139,434+148.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.93% | 106.41%-93.5pp | 591.07%-578.1pp | 372.94%-360.0pp |
| Employer contribution / active EE | $611 | $3,263-81.3% | $3,022-79.8% | $4,751-87.1% |
| Participant deferral / active EE | $4,894 | $4,836+1.2% | $4,438+10.3% | $6,710-27.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |