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 | $349,405 | $99,020+252.9% | $86,590+303.5% | $147,584+136.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.23% | 1312.34%-1302.1pp | 964.84%-954.6pp | 578.55%-568.3pp |
| Employer contribution / active EE | $1,529 | $3,132-51.2% | $2,839-46.2% | $4,876-68.7% |
| Participant deferral / active EE | $13,840 | $3,972+248.4% | $3,609+283.5% | $5,439+154.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |