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 | $316,744 | $232,540+36.2% | $185,117+71.1% | $147,584+114.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.69% | 43.03%-25.3pp | 40.50%-22.8pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,120 | $5,195-59.2% | $4,182-49.3% | $4,876-56.5% |
| Participant deferral / active EE | $16,039 | $5,834+174.9% | $5,045+217.9% | $5,439+194.9% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |