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 | $331,201 | $107,452+208.2% | $91,541+261.8% | $142,382+132.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.30% | 22.06%-4.8pp | 20.50%-3.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $12,296 | $2,994+310.7% | $2,505+390.9% | $4,299+186.0% |
| Participant deferral / active EE | $13,834 | $4,754+191.0% | $4,008+245.2% | $6,507+112.6% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |