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 | $335,315 | $152,587+119.8% | $125,175+167.9% | $152,861+119.4% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 11.78% | 54.84%-43.1pp | 43.79%-32.0pp | 345.32%-333.5pp |
| Employer contribution / active EE | $1,441 | $4,946-70.9% | $3,865-62.7% | $4,762-69.7% |
| Participant deferral / active EE | $11,000 | $5,868+87.5% | $4,937+122.8% | $5,850+88.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |