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 | $289,426 | $176,056+64.4% | $159,436+81.5% | $167,490+72.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.89% | 331.75%-314.9pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $8,063 | $5,297+52.2% | $4,829+66.9% | $4,837+66.7% |
| Participant deferral / active EE | $12,063 | $7,750+55.7% | $7,352+64.1% | $6,341+90.2% |
| Admin fee / account holder | $149 | $12,554-98.8% | $10,799-98.6% | $12,309-98.8% |