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 | $256,058 | $185,822+37.8% | $169,993+50.6% | $139,434+83.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.64% | 60.50%-45.9pp | 53.37%-38.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $18,139 | $7,590+139.0% | $6,785+167.3% | $4,751+281.8% |
| Participant deferral / active EE | $11,875 | $11,622+2.2% | $10,408+14.1% | $6,710+77.0% |
| Admin fee / account holder | $115 | $15,381-99.3% | $12,815-99.1% | $11,403-99.0% |