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 | $262,323 | $133,922+95.9% | $116,228+125.7% | $142,382+84.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.12% | 147.76%-136.6pp | 90.06%-78.9pp | 217.08%-206.0pp |
| Employer contribution / active EE | $6,063 | $3,446+76.0% | $2,994+102.5% | $4,299+41.0% |
| Participant deferral / active EE | $12,370 | $5,672+118.1% | $4,953+149.7% | $6,507+90.1% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |