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 | $278,641 | $201,272+38.4% | $184,203+51.3% | $145,922+91.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.30% | 29.00%-12.7pp | 28.81%-12.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $4,208 | $7,022-40.1% | $6,427-34.5% | $4,660-9.7% |
| Participant deferral / active EE | $23,296 | $9,806+137.6% | $9,131+155.1% | $6,688+248.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |