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 | $318,739 | $817,678-61.0% | $392,568-18.8% | $152,861+108.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 23.58% | 22.84%+0.7pp | 24.42%-0.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $4,950 | $5,502-10.0% | $3,783+30.8% | $4,762+3.9% |
| Participant deferral / active EE | $11,750 | $8,398+39.9% | $5,985+96.3% | $5,850+100.8% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |