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 | $591,599 | $165,335+257.8% | $149,696+295.2% | $158,922+272.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 15.36% | 348.15%-332.8pp | 276.60%-261.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $10,646 | $5,103+108.6% | $4,644+129.2% | $4,761+123.6% |
| Participant deferral / active EE | $22,000 | $7,181+206.4% | $6,842+221.6% | $5,982+267.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |