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 | $378,951 | $124,185+205.1% | $108,410+249.6% | $167,490+126.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.11% | 1379.64%-1362.5pp | 905.27%-888.2pp | 478.56%-461.4pp |
| Employer contribution / active EE | $2,520 | $4,187-39.8% | $3,558-29.2% | $4,837-47.9% |
| Participant deferral / active EE | $22,750 | $6,908+229.3% | $6,563+246.7% | $6,341+258.8% |
| Admin fee / account holder | $216 | $9,455-97.7% | $7,295-97.0% | $12,309-98.2% |