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 | $385,401 | $183,519+110.0% | $155,509+147.8% | $145,922+164.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.82% | 61.17%-45.3pp | 64.67%-48.9pp | 561.29%-545.5pp |
| Employer contribution / active EE | $4,925 | $5,313-7.3% | $4,672+5.4% | $4,660+5.7% |
| Participant deferral / active EE | $8,714 | $6,462+34.8% | $5,626+54.9% | $6,688+30.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |