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 | $295,670 | $118,849+148.8% | $96,562+206.2% | $167,490+76.5% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 18.61% | 50.49%-31.9pp | 37.78%-19.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $3,567 | $3,120+14.3% | $2,356+51.4% | $4,837-26.3% |
| Participant deferral / active EE | $9,038 | $4,616+95.8% | $3,849+134.8% | $6,341+42.5% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |