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 | $415,609 | $165,335+151.4% | $149,696+177.6% | $158,922+161.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 213.67% | 348.15%-134.5pp | 276.60%-62.9pp | 302.83%-89.2pp |
| Employer contribution / active EE | $3,444 | $5,103-32.5% | $4,644-25.8% | $4,761-27.7% |
| Participant deferral / active EE | $10,884 | $7,181+51.6% | $6,842+59.1% | $5,982+81.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |