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 | $361,333 | $177,572+103.5% | $154,803+133.4% | $142,382+153.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.57% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $11,733 | $4,810+143.9% | $4,305+172.5% | $4,299+172.9% |
| Participant deferral / active EE | $8,765 | $6,272+39.8% | $5,540+58.2% | $6,507+34.7% |
| Admin fee / account holder | $260 | $16,786-98.5% | $14,329-98.2% | $12,624-97.9% |