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 | $343,223 | $104,974+227.0% | $95,585+259.1% | $142,382+141.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.52% | 210.33%-196.8pp | 38.56%-25.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,056 | $2,779-26.0% | $2,527-18.6% | $4,299-52.2% |
| Participant deferral / active EE | $21,243 | $4,352+388.1% | $4,023+428.1% | $6,507+226.4% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |