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 | $293,380 | $111,754+162.5% | $103,333+183.9% | $145,922+101.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.82% | 24.77%-7.9pp | 24.88%-8.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,605 | $4,212-14.4% | $3,868-6.8% | $4,660-22.6% |
| Participant deferral / active EE | $11,752 | $5,619+109.2% | $5,057+132.4% | $6,688+75.7% |
| Admin fee / account holder | $273 | $9,750-97.2% | $8,355-96.7% | $13,397-98.0% |