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 | $344,507 | $104,907+228.4% | $84,611+307.2% | $152,861+125.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 16.01% | 373.79%-357.8pp | 258.74%-242.7pp | 345.32%-329.3pp |
| Employer contribution / active EE | $5,302 | $3,302+60.6% | $2,652+99.9% | $4,762+11.3% |
| Participant deferral / active EE | $10,939 | $4,688+133.4% | $3,899+180.6% | $5,850+87.0% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |