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 | $276,395 | $148,534+86.1% | $135,903+103.4% | $139,434+98.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.03% | 79.19%-49.2pp | 68.23%-38.2pp | 372.94%-342.9pp |
| Employer contribution / active EE | $14,670 | $5,243+179.8% | $4,856+202.1% | $4,751+208.8% |
| Participant deferral / active EE | $15,533 | $8,100+91.8% | $7,758+100.2% | $6,710+131.5% |
| Admin fee / account holder | $252 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |