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 | $310,672 | $162,781+90.9% | $133,956+131.9% | $158,922+95.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.38% | 41.94%-27.6pp | 45.09%-30.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,697 | $4,975-45.8% | $3,919-31.2% | $4,761-43.4% |
| Participant deferral / active EE | $16,530 | $5,911+179.6% | $5,048+227.5% | $5,982+176.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |