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 | $416,137 | $131,829+215.7% | $108,579+283.3% | $273,961+51.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.33% | -91.57%+98.9pp | -51.70%+59.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $16,227 | $4,912+230.3% | $3,758+331.8% | $4,869+233.3% |
| Participant deferral / active EE | $16,000 | $5,127+212.1% | $4,311+271.2% | $5,287+202.6% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |