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 | $384,088 | $124,185+209.3% | $108,410+254.3% | $167,490+129.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.74% | 1379.64%-1364.9pp | 905.27%-890.5pp | 478.56%-463.8pp |
| Employer contribution / active EE | $3,055 | $4,187-27.0% | $3,558-14.2% | $4,837-36.9% |
| Participant deferral / active EE | $12,767 | $6,908+84.8% | $6,563+94.5% | $6,341+101.3% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |