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 | $686,075 | $238,490+187.7% | $180,183+280.8% | $142,382+381.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 26.77% | 33.56%-6.8pp | 27.86%-1.1pp | 217.08%-190.3pp |
| Employer contribution / active EE | $3,654 | $6,143-40.5% | $5,039-27.5% | $4,299-15.0% |
| Participant deferral / active EE | $23,772 | $7,996+197.3% | $6,822+248.4% | $6,507+265.3% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |