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 | $318,843 | $232,540+37.1% | $185,117+72.2% | $147,584+116.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.19% | 43.03%-28.8pp | 40.50%-26.3pp | 578.55%-564.4pp |
| Employer contribution / active EE | $32,046 | $5,195+516.8% | $4,182+666.4% | $4,876+557.2% |
| Participant deferral / active EE | $11,313 | $5,834+93.9% | $5,045+124.2% | $5,439+108.0% |
| Admin fee / account holder | $121 | $10,275-98.8% | $8,159-98.5% | $10,885-98.9% |