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 | $449,196 | $154,117+191.5% | $129,995+245.5% | $139,434+222.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.16% | 32.48%-12.3pp | -137.18%+157.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $6,537 | $5,289+23.6% | $4,320+51.3% | $4,751+37.6% |
| Participant deferral / active EE | $17,250 | $6,710+157.1% | $5,820+196.4% | $6,710+157.1% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |