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 | $392,711 | $85,022+361.9% | $70,515+456.9% | $139,434+181.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 24.53% | 30.38%-5.9pp | 32.77%-8.2pp | 372.94%-348.4pp |
| Employer contribution / active EE | $17,131 | $3,909+338.2% | $2,973+476.1% | $4,751+260.6% |
| Participant deferral / active EE | $26,733 | $5,890+353.8% | $4,567+485.4% | $6,710+298.4% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |