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 | $797,373 | $129,942+513.6% | $104,294+664.5% | $134,475+493.0% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | 0.50% | 42.03%-41.5pp | 24.61%-24.1pp | 417.96%-417.5pp |
| Employer contribution / active EE | $21,741 | $4,184+419.6% | $3,372+544.8% | $4,740+358.7% |
| Participant deferral / active EE | $12,000 | $5,588+114.8% | $4,625+159.5% | $6,400+87.5% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |