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 | $551,772 | $127,777+331.8% | $106,548+417.9% | $167,490+229.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.87% | 33.87%-19.0pp | 26.80%-11.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,552 | $3,427-25.5% | $2,819-9.5% | $4,837-47.2% |
| Participant deferral / active EE | $18,562 | $5,087+264.9% | $4,398+322.1% | $6,341+192.7% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |