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 | $379,029 | $117,983+221.3% | $101,794+272.4% | $142,382+166.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.51% | 36.92%-24.4pp | 30.53%-18.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,700 | $2,773-2.6% | $2,289+18.0% | $4,299-37.2% |
| Participant deferral / active EE | $7,650 | $4,714+62.3% | $4,084+87.3% | $6,507+17.6% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |