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 | $295,668 | $112,881+161.9% | $90,951+225.1% | $158,922+86.0% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 35.46% | 215.79%-180.3pp | 134.60%-99.1pp | 302.83%-267.4pp |
| Employer contribution / active EE | $3,543 | $2,893+22.5% | $2,122+67.0% | $4,761-25.6% |
| Participant deferral / active EE | $9,001 | $4,128+118.1% | $3,373+166.9% | $5,982+50.5% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |