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 | $417,646 | $112,881+270.0% | $90,951+359.2% | $158,922+162.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.91% | 215.79%-202.9pp | 134.60%-121.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $18,081 | $2,893+525.0% | $2,122+752.1% | $4,761+279.8% |
| Participant deferral / active EE | $14,445 | $4,128+250.0% | $3,373+328.3% | $5,982+141.5% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |