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 | $394,572 | $175,202+125.2% | $149,673+163.6% | $139,434+183.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.89% | 166.71%-154.8pp | 134.42%-122.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,882 | $5,474-65.6% | $4,818-60.9% | $4,751-60.4% |
| Participant deferral / active EE | $5,856 | $6,519-10.2% | $5,680+3.1% | $6,710-12.7% |
| Admin fee / account holder | $167 | $16,150-99.0% | $13,210-98.7% | $11,403-98.5% |