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 | $343,011 | $100,773+240.4% | $88,946+285.6% | $142,382+140.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.01% | 70.18%-57.2pp | 57.82%-44.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,876 | $2,918+32.8% | $2,555+51.7% | $4,299-9.8% |
| Participant deferral / active EE | $6,579 | $5,230+25.8% | $4,581+43.6% | $6,507+1.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |