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 | $444,811 | $148,534+199.5% | $135,903+227.3% | $139,434+219.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.91% | 79.19%-60.3pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $3,909 | $5,243-25.4% | $4,856-19.5% | $4,751-17.7% |
| Participant deferral / active EE | $16,250 | $8,100+100.6% | $7,758+109.5% | $6,710+142.2% |
| Admin fee / account holder | $27 | $12,400-99.8% | $10,762-99.7% | $11,403-99.8% |