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 | $542,725 | $135,952+299.2% | $123,892+338.1% | $273,961+98.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.62% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $15,743 | $5,170+204.5% | $4,617+241.0% | $4,869+223.3% |
| Participant deferral / active EE | $9,850 | $6,343+55.3% | $5,984+64.6% | $5,287+86.3% |
| Admin fee / account holder | $250 | $9,817-97.5% | $8,357-97.0% | $10,132-97.5% |