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 | $275,896 | $127,386+116.6% | $115,037+139.8% | $125,391+120.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 15.84% | 31.28%-15.4pp | 26.14%-10.3pp | 282.22%-266.4pp |
| Employer contribution / active EE | $11,120 | $5,166+115.3% | $4,608+141.3% | $4,866+128.5% |
| Participant deferral / active EE | $14,000 | $6,423+118.0% | $6,026+132.3% | $5,352+161.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |