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 | $653,511 | $165,984+293.7% | $164,813+296.5% | $145,922+347.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.56% | 100.03%-79.5pp | 69.93%-49.4pp | 561.29%-540.7pp |
| Employer contribution / active EE | $3,880 | $5,273-26.4% | $4,341-10.6% | $4,660-16.7% |
| Participant deferral / active EE | $13,399 | $6,959+92.5% | $6,031+122.1% | $6,688+100.3% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |