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 | $653,333 | $153,311+326.1% | $109,313+497.7% | $273,961+138.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 17.39% | 29.86%-12.5pp | 22.07%-4.7pp | 41.45%-24.1pp |
| Employer contribution / active EE | $19,065 | $5,619+239.3% | $3,892+389.8% | $4,869+291.6% |
| Participant deferral / active EE | $14,300 | $3,932+263.7% | $3,166+351.6% | $5,287+170.5% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |