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 | $295,631 | $165,984+78.1% | $164,813+79.4% | $145,922+102.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.39% | 100.03%-87.6pp | 69.93%-57.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,362 | $5,273-36.2% | $4,341-22.5% | $4,660-27.8% |
| Participant deferral / active EE | $6,703 | $6,959-3.7% | $6,031+11.1% | $6,688+0.2% |
| Admin fee / account holder | $48 | $16,648-99.7% | $12,690-99.6% | $13,397-99.6% |