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 | $509,568 | $111,814+355.7% | $103,374+392.9% | $145,959+249.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.01% | 24.77%-11.8pp | 24.89%-11.9pp | 561.95%-548.9pp |
| Employer contribution / active EE | $5,959 | $4,214+41.4% | $3,869+54.0% | $4,661+27.8% |
| Participant deferral / active EE | $24,529 | $5,618+336.6% | $5,058+385.0% | $6,689+266.7% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |