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 | $254,631 | $177,572+43.4% | $154,803+64.5% | $142,382+78.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.52% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $8,080 | $4,810+68.0% | $4,305+87.7% | $4,299+88.0% |
| Participant deferral / active EE | $5,492 | $6,272-12.4% | $5,540-0.9% | $6,507-15.6% |
| Admin fee / account holder | $181 | $16,786-98.9% | $14,329-98.7% | $12,624-98.6% |