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 | $275,580 | $127,777+115.7% | $106,548+158.6% | $167,490+64.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.94% | 33.87%-16.9pp | 26.80%-9.9pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,977 | $3,427-42.3% | $2,819-29.9% | $4,837-59.1% |
| Participant deferral / active EE | $5,098 | $5,087+0.2% | $4,398+15.9% | $6,341-19.6% |
| Admin fee / account holder | $17 | $11,228-99.8% | $7,407-99.8% | $12,309-99.9% |