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 | $301,029 | $192,717+56.2% | $142,449+111.3% | $139,434+115.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 9.89% | 17.99%-8.1pp | 19.99%-10.1pp | 372.94%-363.0pp |
| Employer contribution / active EE | $1,830 | $5,806-68.5% | $4,847-62.2% | $4,751-61.5% |
| Participant deferral / active EE | $29,750 | $7,208+312.7% | $6,283+373.5% | $6,710+343.4% |
| Admin fee / account holder | $0 | $15,124-100.0% | $10,011-100.0% | $11,403-100.0% |