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 | $453,069 | $157,256+188.1% | $141,162+221.0% | $152,861+196.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 32.56% | 64.32%-31.8pp | 71.39%-38.8pp | 345.32%-312.8pp |
| Employer contribution / active EE | $3,919 | $5,261-25.5% | $4,735-17.2% | $4,762-17.7% |
| Participant deferral / active EE | $14,603 | $7,109+105.4% | $6,709+117.7% | $5,850+149.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |