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 | $486,631 | $162,781+198.9% | $133,956+263.3% | $158,922+206.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.01% | 41.94%-30.9pp | 45.09%-34.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $3,520 | $4,975-29.3% | $3,919-10.2% | $4,761-26.1% |
| Participant deferral / active EE | $12,800 | $5,911+116.5% | $5,048+153.6% | $5,982+114.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |