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 | $492,585 | $124,319+296.2% | $111,297+342.6% | $167,490+194.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.94% | 37.44%-23.5pp | 54.65%-40.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $9,886 | $3,435+187.8% | $2,731+262.0% | $4,837+104.4% |
| Participant deferral / active EE | $9,632 | $5,180+85.9% | $4,487+114.7% | $6,341+51.9% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |