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 | $446,168 | $148,534+200.4% | $135,903+228.3% | $139,434+220.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.70% | 79.19%-48.5pp | 68.23%-37.5pp | 372.94%-342.2pp |
| Employer contribution / active EE | $5,400 | $5,243+3.0% | $4,856+11.2% | $4,751+13.7% |
| Participant deferral / active EE | $23,450 | $8,100+189.5% | $7,758+202.3% | $6,710+249.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |