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 | $436,215 | $183,519+137.7% | $155,509+180.5% | $145,922+198.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.43% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,221 | $5,313-39.4% | $4,672-31.1% | $4,660-30.9% |
| Participant deferral / active EE | $13,692 | $6,462+111.9% | $5,626+143.4% | $6,688+104.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |