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 | $358,047 | $165,984+115.7% | $164,813+117.2% | $145,922+145.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.86% | 100.03%-90.2pp | 69.93%-60.1pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,427 | $5,273-54.0% | $4,341-44.1% | $4,660-47.9% |
| Participant deferral / active EE | $14,805 | $6,959+112.8% | $6,031+145.5% | $6,688+121.4% |
| Admin fee / account holder | $145 | $16,648-99.1% | $12,690-98.9% | $13,397-98.9% |