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 | $521,155 | $118,680+339.1% | $98,907+426.9% | $158,922+227.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 25.47% | 372.35%-346.9pp | 196.43%-171.0pp | 302.83%-277.4pp |
| Employer contribution / active EE | $4,909 | $3,333+47.3% | $2,689+82.6% | $4,761+3.1% |
| Participant deferral / active EE | $13,363 | $5,088+162.6% | $4,244+214.8% | $5,982+123.4% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |