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 | $312,654 | $127,264+145.7% | $109,895+184.5% | $167,490+86.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 23.45% | 22.97%+0.5pp | 29.45%-6.0pp | 478.56%-455.1pp |
| Employer contribution / active EE | $14,423 | $3,322+334.1% | $2,842+407.4% | $4,837+198.2% |
| Participant deferral / active EE | $10,468 | $4,514+131.9% | $4,048+158.6% | $6,341+65.1% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |