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 | $335,825 | $185,822+80.7% | $169,993+97.6% | $139,434+140.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.89% | 60.50%-42.6pp | 53.37%-35.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $13,699 | $7,590+80.5% | $6,785+101.9% | $4,751+188.4% |
| Participant deferral / active EE | $11,397 | $11,622-1.9% | $10,408+9.5% | $6,710+69.8% |
| Admin fee / account holder | $250 | $15,381-98.4% | $12,815-98.0% | $11,403-97.8% |