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 | $332,166 | $95,266+248.7% | $82,389+303.2% | $142,382+133.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.53% | 25.74%-7.2pp | 28.67%-10.1pp | 217.08%-198.5pp |
| Employer contribution / active EE | $17,723 | $2,991+492.5% | $2,517+604.1% | $4,299+312.2% |
| Participant deferral / active EE | $16,471 | $4,809+242.5% | $4,155+296.4% | $6,507+153.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |