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 | $310,541 | $97,757+217.7% | $83,848+270.4% | $135,375+129.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.90% | 1287.37%-1282.5pp | 850.88%-846.0pp | 519.73%-514.8pp |
| Employer contribution / active EE | $3,190 | $4,222-24.4% | $3,631-12.1% | $4,779-33.3% |
| Participant deferral / active EE | $5,635 | $4,682+20.3% | $4,082+38.1% | $5,609+0.5% |
| Admin fee / account holder | $230 | $6,674-96.6% | $5,478-95.8% | $10,827-97.9% |