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 9-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 | $252,079 | $96,557+161.1% | $80,975+211.3% | $273,961-8.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 11.57% | 15.14%-3.6pp | 17.10%-5.5pp | 41.45%-29.9pp |
| Employer contribution / active EE | $10,575 | $4,868+117.2% | $3,714+184.7% | $4,869+117.2% |
| Participant deferral / active EE | $21,000 | $6,598+218.3% | $5,696+268.7% | $5,287+297.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |