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 | $329,116 | $144,119+128.4% | $117,854+179.3% | $147,584+123.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.54% | 531.15%-516.6pp | 335.08%-320.5pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,102 | $4,896-77.5% | $3,786-70.9% | $4,876-77.4% |
| Participant deferral / active EE | $2,884 | $5,316-45.8% | $4,482-35.7% | $5,439-47.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |