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 | $275,140 | $148,534+85.2% | $135,903+102.5% | $139,434+97.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.15% | 79.19%-63.0pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $10,914 | $5,243+108.2% | $4,856+124.7% | $4,751+129.7% |
| Participant deferral / active EE | $26,075 | $8,100+221.9% | $7,758+236.1% | $6,710+288.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |