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 | $411,768 | $167,484+145.9% | $151,611+171.6% | $134,475+206.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.08% | 7.80%-20.9pp | 3.33%-16.4pp | 417.96%-431.0pp |
| Employer contribution / active EE | $14,653 | $6,829+114.6% | $6,166+137.6% | $4,740+209.1% |
| Participant deferral / active EE | $21,990 | $8,986+144.7% | $8,363+162.9% | $6,400+243.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |