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 | $316,622 | $176,812+79.1% | $146,665+115.9% | $167,490+89.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.36% | 24.03%-10.7pp | 22.74%-9.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $3,136 | $5,160-39.2% | $4,136-24.2% | $4,837-35.2% |
| Participant deferral / active EE | $20,674 | $6,440+221.0% | $5,506+275.5% | $6,341+226.0% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |