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 | $519,666 | $90,503+474.2% | $78,689+560.4% | $273,961+89.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 15.02% | 75.60%-60.6pp | 62.18%-47.2pp | 41.45%-26.4pp |
| Employer contribution / active EE | $11,636 | $3,176+266.4% | $2,851+308.2% | $4,869+139.0% |
| Participant deferral / active EE | $14,777 | $3,901+278.8% | $3,517+320.2% | $5,287+179.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |