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 | $825,426 | $167,484+392.8% | $151,611+444.4% | $134,475+513.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -0.45% | 7.80%-8.2pp | 3.33%-3.8pp | 417.96%-418.4pp |
| Employer contribution / active EE | $1,664 | $6,829-75.6% | $6,166-73.0% | $4,740-64.9% |
| Participant deferral / active EE | $5,547 | $8,986-38.3% | $8,363-33.7% | $6,400-13.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |