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 | $346,155 | $90,503+282.5% | $78,689+339.9% | $273,961+26.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.31% | 75.60%-64.3pp | 62.18%-50.9pp | 41.45%-30.1pp |
| Employer contribution / active EE | $16,130 | $3,176+407.9% | $2,851+465.8% | $4,869+231.3% |
| Participant deferral / active EE | $10,860 | $3,901+178.4% | $3,517+208.8% | $5,287+105.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |