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 | $334,749 | $217,402+54.0% | $185,823+80.1% | $167,490+99.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.40% | 148.36%-137.0pp | 122.05%-110.6pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,515 | $5,873-57.2% | $5,167-51.3% | $4,837-48.0% |
| Participant deferral / active EE | $5,017 | $6,356-21.1% | $5,568-9.9% | $6,341-20.9% |
| Admin fee / account holder | -$3,039 | $19,811-115.3% | $16,237-118.7% | $12,309-124.7% |