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 | $315,832 | $102,966+206.7% | $90,281+249.8% | $152,861+106.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.65% | 95.16%-73.5pp | 78.10%-56.5pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,470 | $3,139-53.2% | $2,854-48.5% | $4,762-69.1% |
| Participant deferral / active EE | $3,300 | $4,281-22.9% | $3,885-15.1% | $5,850-43.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |