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 | $269,316 | $96,635+178.7% | $86,612+210.9% | $139,434+93.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 19.65% | 106.41%-86.8pp | 591.07%-571.4pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,305 | $3,263-29.4% | $3,022-23.7% | $4,751-51.5% |
| Participant deferral / active EE | $4,329 | $4,836-10.5% | $4,438-2.4% | $6,710-35.5% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |