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 | $333,439 | $227,553+46.5% | $189,557+75.9% | $167,490+99.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.14% | 78.40%-63.3pp | 64.17%-49.0pp | 478.56%-463.4pp |
| Employer contribution / active EE | $6,343 | $5,316+19.3% | $4,412+43.8% | $4,837+31.1% |
| Participant deferral / active EE | $16,776 | $7,002+139.6% | $6,174+171.7% | $6,341+164.6% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |