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 | $352,926 | $163,101+116.4% | $136,749+158.1% | $142,382+147.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.80% | 27.54%-9.7pp | 24.33%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $6,950 | $4,117+68.8% | $3,400+104.4% | $4,299+61.7% |
| Participant deferral / active EE | $1,764 | $5,585-68.4% | $4,692-62.4% | $6,507-72.9% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |