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 | $281,395 | $150,440+87.0% | $136,294+106.5% | $147,584+90.7% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 17.20% | 1049.08%-1031.9pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $4,584 | $5,256-12.8% | $4,695-2.4% | $4,876-6.0% |
| Participant deferral / active EE | $11,500 | $6,630+73.4% | $6,247+84.1% | $5,439+111.4% |
| Admin fee / account holder | $18 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |