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 | $406,302 | $90,600+348.5% | $79,464+411.3% | $135,375+200.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.76% | 977.43%-968.7pp | 718.14%-709.4pp | 519.73%-511.0pp |
| Employer contribution / active EE | $5,642 | $3,068+83.9% | $2,800+101.5% | $4,779+18.1% |
| Participant deferral / active EE | $3,306 | $4,050-18.4% | $3,704-10.7% | $5,609-41.1% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |