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 | $319,990 | $148,534+115.4% | $135,903+135.5% | $139,434+129.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.67% | 79.19%-59.5pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,993 | $5,243-42.9% | $4,856-38.4% | $4,751-37.0% |
| Participant deferral / active EE | $20,800 | $8,100+156.8% | $7,758+168.1% | $6,710+210.0% |
| Admin fee / account holder | $135 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |