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 | $281,139 | $118,849+136.6% | $96,562+191.1% | $167,490+67.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.73% | 50.49%-36.8pp | 37.78%-24.1pp | 478.56%-464.8pp |
| Employer contribution / active EE | $3,178 | $3,120+1.9% | $2,356+34.9% | $4,837-34.3% |
| Participant deferral / active EE | $11,816 | $4,616+156.0% | $3,849+207.0% | $6,341+86.3% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |