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 8-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 | $324,280 | $185,822+74.5% | $169,993+90.8% | $139,434+132.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.17% | 60.50%-48.3pp | 53.37%-41.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $27,803 | $7,590+266.3% | $6,785+309.8% | $4,751+485.2% |
| Participant deferral / active EE | $9,514 | $11,622-18.1% | $10,408-8.6% | $6,710+41.8% |
| Admin fee / account holder | $282 | $15,381-98.2% | $12,815-97.8% | $11,403-97.5% |