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 | $325,923 | $115,770+181.5% | $101,248+221.9% | $158,922+105.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.16% | 56.14%-43.0pp | 46.47%-33.3pp | 302.83%-289.7pp |
| Employer contribution / active EE | $10,149 | $4,175+143.1% | $3,660+177.3% | $4,761+113.2% |
| Participant deferral / active EE | $8,645 | $4,957+74.4% | $4,370+97.8% | $5,982+44.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |