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 | $375,560 | $112,096+235.0% | $95,952+291.4% | $158,922+136.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.21% | 171.09%-148.9pp | 91.61%-69.4pp | 302.83%-280.6pp |
| Employer contribution / active EE | $10,703 | $3,198+234.7% | $2,541+321.2% | $4,761+124.8% |
| Participant deferral / active EE | $5,051 | $4,784+5.6% | $4,167+21.2% | $5,982-15.6% |
| Admin fee / account holder | $5 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |