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 | $375,610 | $102,616+266.0% | $81,983+358.2% | $158,922+136.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 16.78% | 61.04%-44.3pp | 41.31%-24.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $5,427 | $3,240+67.5% | $2,498+117.3% | $4,761+14.0% |
| Participant deferral / active EE | $15,419 | $4,648+231.7% | $3,722+314.2% | $5,982+157.7% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |