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 | $381,230 | $185,822+105.2% | $169,993+124.3% | $139,434+173.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.56% | 60.50%-34.9pp | 53.37%-27.8pp | 372.94%-347.4pp |
| Employer contribution / active EE | $5,034 | $7,590-33.7% | $6,785-25.8% | $4,751+6.0% |
| Participant deferral / active EE | $18,795 | $11,622+61.7% | $10,408+80.6% | $6,710+180.1% |
| Admin fee / account holder | $186 | $15,381-98.8% | $12,815-98.5% | $11,403-98.4% |