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 | $662,934 | $197,591+235.5% | $177,821+272.8% | $158,922+317.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.41% | 58.76%-50.4pp | 48.32%-39.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,508 | $6,697-77.5% | $5,918-74.5% | $4,761-68.3% |
| Participant deferral / active EE | $5,027 | $8,405-40.2% | $7,714-34.8% | $5,982-16.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |