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 | $97,125+253.2% | $86,233+297.8% | $137,256+149.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.01% | 74.19%-61.2pp | 61.39%-48.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,876 | $2,841+36.4% | $2,504+54.8% | $4,156-6.7% |
| Participant deferral / active EE | $6,579 | $5,180+27.0% | $4,559+44.3% | $6,407+2.7% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |