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 9-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 | $279,665 | $90,348+209.5% | $75,972+268.1% | $145,922+91.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.11% | 620.88%-610.8pp | 359.55%-349.4pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,037 | $3,311-68.7% | $2,685-61.4% | $4,660-77.8% |
| Participant deferral / active EE | $9,938 | $5,162+92.5% | $4,255+133.5% | $6,688+48.6% |
| Admin fee / account holder | $18 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |