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 | $272,149 | $232,540+17.0% | $185,117+47.0% | $147,584+84.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.39% | 43.03%-24.6pp | 40.50%-22.1pp | 578.55%-560.2pp |
| Employer contribution / active EE | $9,386 | $5,195+80.7% | $4,182+124.5% | $4,876+92.5% |
| Participant deferral / active EE | $5,823 | $5,834-0.2% | $5,045+15.4% | $5,439+7.1% |
| Admin fee / account holder | $100 | $10,275-99.0% | $8,159-98.8% | $10,885-99.1% |