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 | $820,144 | $95,266+760.9% | $82,389+895.5% | $142,382+476.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.98% | 25.74%-9.8pp | 28.67%-12.7pp | 217.08%-201.1pp |
| Employer contribution / active EE | $21,612 | $2,991+622.5% | $2,517+758.6% | $4,299+402.7% |
| Participant deferral / active EE | $11,271 | $4,809+134.4% | $4,155+171.3% | $6,507+73.2% |
| Admin fee / account holder | $50 | $8,563-99.4% | $7,231-99.3% | $12,624-99.6% |