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 | $316,018 | $107,334+194.4% | $92,893+240.2% | $152,861+106.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.96% | 145.58%-124.6pp | 109.41%-88.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $8,931 | $4,221+111.6% | $3,653+144.5% | $4,762+87.5% |
| Participant deferral / active EE | $8,400 | $4,845+73.4% | $4,236+98.3% | $5,850+43.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |