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 | $319,701 | $152,587+109.5% | $125,175+155.4% | $152,861+109.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 29.70% | 54.84%-25.1pp | 43.79%-14.1pp | 345.32%-315.6pp |
| Employer contribution / active EE | $5,584 | $4,946+12.9% | $3,865+44.5% | $4,762+17.3% |
| Participant deferral / active EE | $9,314 | $5,868+58.7% | $4,937+88.7% | $5,850+59.2% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |