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 | $318,903 | $99,877+219.3% | $84,966+275.3% | $145,922+118.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.14% | 83.76%-72.6pp | 66.38%-55.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,515 | $3,231+39.7% | $2,727+65.6% | $4,660-3.1% |
| Participant deferral / active EE | $5,644 | $5,291+6.7% | $4,519+24.9% | $6,688-15.6% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |