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 | $291,113 | $165,335+76.1% | $149,696+94.5% | $158,922+83.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 75.30% | 348.15%-272.8pp | 276.60%-201.3pp | 302.83%-227.5pp |
| Employer contribution / active EE | $20,372 | $5,103+299.2% | $4,644+338.6% | $4,761+327.9% |
| Participant deferral / active EE | $5,146 | $7,181-28.3% | $6,842-24.8% | $5,982-14.0% |
| Admin fee / account holder | $277 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |