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 | $472,145 | $165,335+185.6% | $149,696+215.4% | $158,922+197.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.07% | 348.15%-331.1pp | 276.60%-259.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,600 | $5,103-68.6% | $4,644-65.5% | $4,761-66.4% |
| Participant deferral / active EE | $11,250 | $7,181+56.7% | $6,842+64.4% | $5,982+88.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |