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 | $799,826 | $110,257+625.4% | $96,544+728.5% | $139,434+473.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.07% | 26.32%-16.2pp | 25.84%-15.8pp | 372.94%-362.9pp |
| Employer contribution / active EE | $30,096 | $3,620+731.5% | $2,965+915.1% | $4,751+533.5% |
| Participant deferral / active EE | $9,400 | $5,548+69.4% | $4,851+93.8% | $6,710+40.1% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |