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 | $453,337 | $148,534+205.2% | $135,903+233.6% | $139,434+225.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.17% | 79.19%-67.0pp | 68.23%-56.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $17,448 | $5,243+232.8% | $4,856+259.3% | $4,751+267.3% |
| Participant deferral / active EE | $2,992 | $8,100-63.1% | $7,758-61.4% | $6,710-55.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |