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 | $766,338 | $124,281+516.6% | $109,143+602.1% | $167,490+357.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 26.01% | 26.04%0pp | 25.75%+0.3pp | 478.56%-452.5pp |
| Employer contribution / active EE | $19,562 | $4,207+365.0% | $3,722+425.6% | $4,837+304.4% |
| Participant deferral / active EE | $24,700 | $5,255+370.0% | $4,653+430.8% | $6,341+289.5% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |