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 | $302,177 | $104,974+187.9% | $95,585+216.1% | $142,382+112.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.31% | 210.33%-193.0pp | 38.56%-21.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $10,483 | $2,779+277.3% | $2,527+314.9% | $4,299+143.8% |
| Participant deferral / active EE | $13,022 | $4,352+199.2% | $4,023+223.7% | $6,507+100.1% |
| Admin fee / account holder | $169 | $6,386-97.4% | $6,127-97.2% | $12,624-98.7% |