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 | $386,388 | $108,919+254.7% | $100,391+284.9% | $145,922+164.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.56% | 57.88%-41.3pp | 49.20%-32.6pp | 561.29%-544.7pp |
| Employer contribution / active EE | $588 | $4,419-86.7% | $3,942-85.1% | $4,660-87.4% |
| Participant deferral / active EE | $12,922 | $8,445+53.0% | $8,082+59.9% | $6,688+93.2% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |