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 | $289,207 | $176,056+64.3% | $159,436+81.4% | $167,490+72.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.98% | 331.75%-321.8pp | 263.57%-253.6pp | 478.56%-468.6pp |
| Employer contribution / active EE | $21,192 | $5,297+300.1% | $4,829+338.8% | $4,837+338.1% |
| Participant deferral / active EE | $13,480 | $7,750+73.9% | $7,352+83.3% | $6,341+112.6% |
| Admin fee / account holder | $211 | $12,554-98.3% | $10,799-98.0% | $12,309-98.3% |