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 | $887,859 | $106,515+733.6% | $96,683+818.3% | $139,434+536.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.40% | 38.43%-13.0pp | 35.69%-10.3pp | 372.94%-347.5pp |
| Employer contribution / active EE | $3,000 | $4,103-26.9% | $3,737-19.7% | $4,751-36.9% |
| Participant deferral / active EE | $23,000 | $5,454+321.7% | $4,878+371.5% | $6,710+242.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |