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 | $250,949 | $108,172+132.0% | $77,482+223.9% | $158,922+57.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 18.32% | 31.67%-13.4pp | 54.79%-36.5pp | 302.83%-284.5pp |
| Employer contribution / active EE | $7,404 | $1,325+458.9% | $986+650.6% | $4,761+55.5% |
| Participant deferral / active EE | $10,350 | $2,456+321.4% | $1,861+456.1% | $5,982+73.0% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |