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 3-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 | $373,578 | $72,071+418.3% | $68,368+446.4% | $137,256+172.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.72% | 353.14%-332.4pp | 292.57%-271.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,018 | $2,788+44.1% | $2,649+51.7% | $4,156-3.3% |
| Participant deferral / active EE | $14,160 | $4,410+221.1% | $4,123+243.5% | $6,407+121.0% |
| Admin fee / account holder | $93 | $5,336-98.3% | $5,150-98.2% | $12,270-99.2% |