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 | $330,076 | $154,228+114.0% | $145,433+127.0% | $137,256+140.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.08% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $15,950 | $4,804+232.0% | $4,554+250.2% | $4,156+283.8% |
| Participant deferral / active EE | $3,360 | $8,216-59.1% | $7,897-57.5% | $6,407-47.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |