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 | $393,680 | $163,101+141.4% | $136,749+187.9% | $142,382+176.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 30.08% | 27.54%+2.5pp | 24.33%+5.8pp | 217.08%-187.0pp |
| Employer contribution / active EE | $17,170 | $4,117+317.1% | $3,400+405.1% | $4,299+299.4% |
| Participant deferral / active EE | $24,963 | $5,585+347.0% | $4,692+432.0% | $6,507+283.6% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |