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 | $256,441 | $157,256+63.1% | $141,162+81.7% | $152,861+67.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.64% | 64.32%-45.7pp | 71.39%-52.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $8,590 | $5,261+63.3% | $4,735+81.4% | $4,762+80.4% |
| Participant deferral / active EE | $9,192 | $7,109+29.3% | $6,709+37.0% | $5,850+57.1% |
| Admin fee / account holder | $164 | $12,120-98.6% | $10,261-98.4% | $11,596-98.6% |