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 | $381,439 | $185,822+105.3% | $169,993+124.4% | $139,434+173.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.36% | 60.50%-41.1pp | 53.37%-34.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $3,253 | $7,590-57.1% | $6,785-52.1% | $4,751-31.5% |
| Participant deferral / active EE | $13,351 | $11,622+14.9% | $10,408+28.3% | $6,710+99.0% |
| Admin fee / account holder | $186 | $15,381-98.8% | $12,815-98.6% | $11,403-98.4% |