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 | $439,834 | $109,817+300.5% | $98,442+346.8% | $167,490+162.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 12.45% | 1956.69%-1944.2pp | 1492.73%-1480.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $14,206 | $3,224+340.6% | $2,960+380.0% | $4,837+193.7% |
| Participant deferral / active EE | $9,553 | $4,673+104.4% | $4,276+123.4% | $6,341+50.6% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |