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 | $280,995 | $107,934+160.3% | $91,989+205.5% | $152,861+83.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 20.20% | 89.24%-69.0pp | 69.02%-48.8pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,001 | $4,210-76.2% | $3,452-71.0% | $4,762-79.0% |
| Participant deferral / active EE | $2,013 | $6,364-68.4% | $5,923-66.0% | $5,850-65.6% |
| Admin fee / account holder | $100 | $10,520-99.1% | $7,743-98.7% | $11,596-99.1% |