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 | $285,726 | $152,460+87.4% | $118,746+140.6% | $147,584+93.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 13.38% | 17.41%-4.0pp | 24.54%-11.2pp | 578.55%-565.2pp |
| Employer contribution / active EE | $3,830 | $5,046-24.1% | $4,193-8.7% | $4,876-21.5% |
| Participant deferral / active EE | $8,651 | $6,212+39.3% | $5,332+62.2% | $5,439+59.1% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |