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 | $356,522 | $99,877+257.0% | $84,966+319.6% | $145,922+144.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.56% | 83.76%-70.2pp | 66.38%-52.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $7,241 | $3,231+124.1% | $2,727+165.5% | $4,660+55.4% |
| Participant deferral / active EE | $10,466 | $5,291+97.8% | $4,519+131.6% | $6,688+56.5% |
| Admin fee / account holder | $1 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |