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 | $268,014 | $144,119+86.0% | $117,854+127.4% | $147,584+81.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.53% | 531.15%-513.6pp | 335.08%-317.5pp | 578.55%-561.0pp |
| Employer contribution / active EE | $4,602 | $4,896-6.0% | $3,786+21.6% | $4,876-5.6% |
| Participant deferral / active EE | $14,484 | $5,316+172.5% | $4,482+223.2% | $5,439+166.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |