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 | $331,201 | $102,245+223.9% | $89,340+270.7% | $137,256+141.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.30% | 21.89%-4.6pp | 20.57%-3.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $12,296 | $2,529+386.2% | $2,231+451.1% | $4,156+195.9% |
| Participant deferral / active EE | $13,834 | $4,436+211.8% | $3,823+261.9% | $6,407+115.9% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |