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 | $368,955 | $154,117+139.4% | $129,995+183.8% | $139,434+164.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.19% | 32.48%-15.3pp | -137.18%+154.4pp | 372.94%-355.8pp |
| Employer contribution / active EE | $5,488 | $5,289+3.8% | $4,320+27.0% | $4,751+15.5% |
| Participant deferral / active EE | $23,953 | $6,710+257.0% | $5,820+311.6% | $6,710+257.0% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |