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 | $272,242 | $157,256+73.1% | $141,162+92.9% | $152,861+78.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.99% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $11,694 | $5,261+122.3% | $4,735+147.0% | $4,762+145.5% |
| Participant deferral / active EE | $13,290 | $7,109+86.9% | $6,709+98.1% | $5,850+127.2% |
| Admin fee / account holder | $167 | $12,120-98.6% | $10,261-98.4% | $11,596-98.6% |