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 | $324,460 | $157,256+106.3% | $141,162+129.9% | $152,861+112.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.06% | 64.32%-48.3pp | 71.39%-55.3pp | 345.32%-329.3pp |
| Employer contribution / active EE | $20,384 | $5,261+287.5% | $4,735+330.5% | $4,762+328.0% |
| Participant deferral / active EE | $12,825 | $7,109+80.4% | $6,709+91.2% | $5,850+119.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |