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 7-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 | $328,123 | $165,984+97.7% | $164,813+99.1% | $145,922+124.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.07% | 100.03%-90.0pp | 69.93%-59.9pp | 561.29%-551.2pp |
| Employer contribution / active EE | $6,927 | $5,273+31.4% | $4,341+59.6% | $4,660+48.6% |
| Participant deferral / active EE | $24,732 | $6,959+255.4% | $6,031+310.1% | $6,688+269.8% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |