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 | $256,901 | $107,934+138.0% | $91,989+179.3% | $152,861+68.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.18% | 89.24%-70.1pp | 69.02%-49.8pp | 345.32%-326.1pp |
| Employer contribution / active EE | $9,591 | $4,210+127.8% | $3,452+177.8% | $4,762+101.4% |
| Participant deferral / active EE | $11,394 | $6,364+79.0% | $5,923+92.4% | $5,850+94.8% |
| Admin fee / account holder | $258 | $10,520-97.5% | $7,743-96.7% | $11,596-97.8% |