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 | $465,338 | $197,591+135.5% | $177,821+161.7% | $158,922+192.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 41.25% | 58.76%-17.5pp | 48.32%-7.1pp | 302.83%-261.6pp |
| Employer contribution / active EE | $2,331 | $6,697-65.2% | $5,918-60.6% | $4,761-51.0% |
| Participant deferral / active EE | $3,295 | $8,405-60.8% | $7,714-57.3% | $5,982-44.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |