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 | $521,142 | $111,814+366.1% | $103,374+404.1% | $145,959+257.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.56% | 24.77%-13.2pp | 24.89%-13.3pp | 561.95%-550.4pp |
| Employer contribution / active EE | $12,500 | $4,214+196.6% | $3,869+223.1% | $4,661+168.2% |
| Participant deferral / active EE | $18,475 | $5,618+228.8% | $5,058+265.3% | $6,689+176.2% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |