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 | $253,232 | $107,334+135.9% | $92,893+172.6% | $152,861+65.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 20.07% | 145.58%-125.5pp | 109.41%-89.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $23,576 | $4,221+458.5% | $3,653+545.4% | $4,762+395.0% |
| Participant deferral / active EE | $13,018 | $4,845+168.7% | $4,236+207.3% | $5,850+122.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |