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 | $266,397 | $100,773+164.4% | $88,946+199.5% | $142,382+87.1% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 17.21% | 70.18%-53.0pp | 57.82%-40.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,320 | $2,918+13.8% | $2,555+30.0% | $4,299-22.8% |
| Participant deferral / active EE | $13,931 | $5,230+166.4% | $4,581+204.1% | $6,507+114.1% |
| Admin fee / account holder | $29 | $9,693-99.7% | $8,261-99.7% | $12,624-99.8% |