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 | $264,027 | $148,534+77.8% | $135,903+94.3% | $139,434+89.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.99% | 79.19%-64.2pp | 68.23%-53.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,344 | $5,243-55.3% | $4,856-51.7% | $4,751-50.7% |
| Participant deferral / active EE | $16,920 | $8,100+108.9% | $7,758+118.1% | $6,710+152.2% |
| Admin fee / account holder | $96 | $12,400-99.2% | $10,762-99.1% | $11,403-99.2% |