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 | $525,578 | $69,518+656.0% | $59,878+777.7% | $135,375+288.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -0.50% | 7.94%-8.4pp | 3.46%-4.0pp | 519.73%-520.2pp |
| Employer contribution / active EE | $11,013 | $3,235+240.5% | $2,722+304.6% | $4,779+130.5% |
| Participant deferral / active EE | $9,250 | $4,206+119.9% | $3,402+171.9% | $5,609+64.9% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |