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 | $461,974 | $118,680+289.3% | $98,907+367.1% | $158,922+190.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.19% | 372.35%-353.2pp | 196.43%-177.2pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,465 | $3,333-26.0% | $2,689-8.3% | $4,761-48.2% |
| Participant deferral / active EE | $17,881 | $5,088+251.4% | $4,244+321.3% | $5,982+198.9% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |