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 | $312,302 | $157,256+98.6% | $141,162+121.2% | $152,861+104.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 27.45% | 64.32%-36.9pp | 71.39%-43.9pp | 345.32%-317.9pp |
| Employer contribution / active EE | $12,824 | $5,261+143.8% | $4,735+170.8% | $4,762+169.3% |
| Participant deferral / active EE | $15,576 | $7,109+119.1% | $6,709+132.2% | $5,850+166.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |