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 | $624,239 | $124,319+402.1% | $111,297+460.9% | $167,490+272.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.61% | 37.44%-23.8pp | 54.65%-41.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $7,571 | $3,435+120.4% | $2,731+177.2% | $4,837+56.5% |
| Participant deferral / active EE | $4,142 | $5,180-20.1% | $4,487-7.7% | $6,341-34.7% |
| Admin fee / account holder | $7 | $10,618-99.9% | $7,964-99.9% | $12,309-99.9% |