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 | $356,151 | $106,515+234.4% | $96,683+268.4% | $139,434+155.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.93% | 38.43%-20.5pp | 35.69%-17.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $9,591 | $4,103+133.8% | $3,737+156.7% | $4,751+101.9% |
| Participant deferral / active EE | $17,132 | $5,454+214.1% | $4,878+251.2% | $6,710+155.3% |
| Admin fee / account holder | $1 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |