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 | $391,156 | $105,859+269.5% | $90,160+333.8% | $147,584+165.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.96% | 37.63%-25.7pp | 34.88%-22.9pp | 578.55%-566.6pp |
| Employer contribution / active EE | $19,683 | $4,126+377.0% | $3,318+493.2% | $4,876+303.6% |
| Participant deferral / active EE | $12,340 | $5,733+115.2% | $5,288+133.4% | $5,439+126.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |