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 | $251,055 | $198,466+26.5% | $170,442+47.3% | $147,584+70.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.95% | 257.29%-241.3pp | 205.93%-190.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $9,782 | $6,184+58.2% | $5,433+80.1% | $4,876+100.6% |
| Participant deferral / active EE | $5,682 | $5,629+0.9% | $4,939+15.0% | $5,439+4.5% |
| Admin fee / account holder | $174 | $16,852-99.0% | $13,880-98.7% | $10,885-98.4% |