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 | $960,078 | $180,749+431.2% | $160,784+497.1% | $137,256+599.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.15% | 2234.46%-2221.3pp | 1803.92%-1790.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $39,875 | $4,155+859.6% | $3,733+968.2% | $4,156+859.5% |
| Participant deferral / active EE | $23,185 | $6,844+238.7% | $6,293+268.4% | $6,407+261.9% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |