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 | $854,896 | $124,281+587.9% | $109,143+683.3% | $167,490+410.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.55% | 26.04%-7.5pp | 25.75%-7.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $20,908 | $4,207+396.9% | $3,722+461.8% | $4,837+332.2% |
| Participant deferral / active EE | $18,450 | $5,255+251.1% | $4,653+296.5% | $6,341+191.0% |
| Admin fee / account holder | $90 | $7,970-98.9% | $6,752-98.7% | $12,309-99.3% |