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 | $273,898 | $94,752+189.1% | $112,887+142.6% | $139,434+96.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.59% | 40.88%-24.3pp | 34.10%-17.5pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,938 | $4,625-36.5% | $4,563-35.6% | $4,751-38.2% |
| Participant deferral / active EE | $21,345 | $6,512+227.8% | $6,513+227.7% | $6,710+218.1% |
| Admin fee / account holder | $31 | $8,527-99.6% | $7,047-99.6% | $11,403-99.7% |