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 | $256,160 | $183,963+39.2% | $162,163+58.0% | $152,861+67.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.63% | 150.76%-127.1pp | 115.59%-92.0pp | 345.32%-321.7pp |
| Employer contribution / active EE | $12,127 | $6,371+90.4% | $5,614+116.0% | $4,762+154.7% |
| Participant deferral / active EE | $8,317 | $8,034+3.5% | $7,298+14.0% | $5,850+42.2% |
| Admin fee / account holder | $108 | $13,121-99.2% | $10,843-99.0% | $11,596-99.1% |