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 | $269,817 | $106,515+153.3% | $96,683+179.1% | $139,434+93.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.84% | 38.43%-15.6pp | 35.69%-12.9pp | 372.94%-350.1pp |
| Employer contribution / active EE | $5,758 | $4,103+40.3% | $3,737+54.1% | $4,751+21.2% |
| Participant deferral / active EE | $8,952 | $5,454+64.1% | $4,878+83.5% | $6,710+33.4% |
| Admin fee / account holder | $4 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |