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 | $382,301 | $90,348+323.1% | $75,972+403.2% | $145,922+162.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.21% | 620.88%-610.7pp | 359.55%-349.3pp | 561.29%-551.1pp |
| Employer contribution / active EE | $25,507 | $3,311+670.3% | $2,685+850.0% | $4,660+447.4% |
| Participant deferral / active EE | $23,000 | $5,162+345.6% | $4,255+440.5% | $6,688+243.9% |
| Admin fee / account holder | $292 | $8,467-96.5% | $6,467-95.5% | $13,397-97.8% |