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 | $675,009 | $163,101+313.9% | $136,749+393.6% | $142,382+374.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.58% | 27.54%-10.0pp | 24.33%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $17,375 | $4,117+322.1% | $3,400+411.1% | $4,299+304.2% |
| Participant deferral / active EE | $23,250 | $5,585+316.3% | $4,692+395.5% | $6,507+257.3% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |