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 | $250,613 | $150,440+66.6% | $136,294+83.9% | $147,584+69.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.40% | 1049.08%-1032.7pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,446 | $5,256-72.5% | $4,695-69.2% | $4,876-70.4% |
| Participant deferral / active EE | $12,166 | $6,630+83.5% | $6,247+94.7% | $5,439+123.7% |
| Admin fee / account holder | -$410 | $10,905-103.8% | $9,243-104.4% | $10,885-103.8% |