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 | $359,743 | $90,348+298.2% | $75,972+373.5% | $145,922+146.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 24.53% | 620.88%-596.3pp | 359.55%-335.0pp | 561.29%-536.8pp |
| Employer contribution / active EE | $2,974 | $3,311-10.2% | $2,685+10.8% | $4,660-36.2% |
| Participant deferral / active EE | $13,908 | $5,162+169.4% | $4,255+226.8% | $6,688+108.0% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |