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 | $293,704 | $166,020+76.9% | $164,866+78.1% | $145,959+101.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.68% | 100.08%-82.4pp | 69.97%-52.3pp | 561.95%-544.3pp |
| Employer contribution / active EE | $3,629 | $5,275-31.2% | $4,343-16.4% | $4,661-22.1% |
| Participant deferral / active EE | $11,516 | $6,961+65.4% | $6,033+90.9% | $6,689+72.2% |
| Admin fee / account holder | $4 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |