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 | $308,310 | $96,484+219.5% | $75,886+306.3% | $152,861+101.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 23.65% | 33.98%-10.3pp | 30.76%-7.1pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,754 | $3,309-16.8% | $2,500+10.1% | $4,762-42.2% |
| Participant deferral / active EE | $6,503 | $4,553+42.8% | $3,603+80.5% | $5,850+11.2% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |