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 | $531,353 | $162,781+226.4% | $133,956+296.7% | $158,922+234.3% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 13.40% | 41.94%-28.5pp | 45.09%-31.7pp | 302.83%-289.4pp |
| Employer contribution / active EE | $15,687 | $4,975+215.3% | $3,919+300.3% | $4,761+229.5% |
| Participant deferral / active EE | $10,066 | $5,911+70.3% | $5,048+99.4% | $5,982+68.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |