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 | $423,921 | $228,332+85.7% | $185,823+128.1% | $158,922+166.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.54% | 40.80%-24.3pp | 35.95%-19.4pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,002 | $4,967-19.4% | $4,087-2.1% | $4,761-15.9% |
| Participant deferral / active EE | $16,008 | $6,415+149.6% | $5,632+184.2% | $5,982+167.6% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |