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 | $440,392 | $217,402+102.6% | $185,823+137.0% | $167,490+162.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.97% | 148.36%-134.4pp | 122.05%-108.1pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,393 | $5,873-76.3% | $5,167-73.0% | $4,837-71.2% |
| Participant deferral / active EE | $7,704 | $6,356+21.2% | $5,568+38.4% | $6,341+21.5% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |