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 | $363,267 | $175,202+107.3% | $149,673+142.7% | $139,434+160.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.94% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $3,728 | $5,474-31.9% | $4,818-22.6% | $4,751-21.5% |
| Participant deferral / active EE | $11,440 | $6,519+75.5% | $5,680+101.4% | $6,710+70.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |