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 | $299,989 | $105,859+183.4% | $90,160+232.7% | $147,584+103.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.44% | 37.63%-23.2pp | 34.88%-20.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $9,640 | $4,126+133.6% | $3,318+190.5% | $4,876+97.7% |
| Participant deferral / active EE | $9,640 | $5,733+68.1% | $5,288+82.3% | $5,439+77.2% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |