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 | $317,303 | $84,696+274.6% | $75,696+319.2% | $167,490+89.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.91% | 199.36%-185.5pp | 104.53%-90.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $4,598 | $3,230+42.4% | $2,743+67.7% | $4,837-4.9% |
| Participant deferral / active EE | $4,108 | $4,580-10.3% | $3,821+7.5% | $6,341-35.2% |
| Admin fee / account holder | $71 | $5,355-98.7% | $3,619-98.0% | $12,309-99.4% |