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 | $376,013 | $162,781+131.0% | $133,956+180.7% | $158,922+136.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 30.57% | 41.94%-11.4pp | 45.09%-14.5pp | 302.83%-272.3pp |
| Employer contribution / active EE | $12,894 | $4,975+159.1% | $3,919+229.0% | $4,761+170.8% |
| Participant deferral / active EE | $7,797 | $5,911+31.9% | $5,048+54.5% | $5,982+30.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |