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 | $377,223 | $124,281+203.5% | $109,143+245.6% | $167,490+125.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 24.84% | 26.04%-1.2pp | 25.75%-0.9pp | 478.56%-453.7pp |
| Employer contribution / active EE | $11,051 | $4,207+162.7% | $3,722+196.9% | $4,837+128.4% |
| Participant deferral / active EE | $12,064 | $5,255+129.6% | $4,653+159.3% | $6,341+90.2% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |