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 | $702,477 | $152,587+360.4% | $125,175+461.2% | $152,861+359.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 30.08% | 54.84%-24.8pp | 43.79%-13.7pp | 345.32%-315.2pp |
| Employer contribution / active EE | $11,229 | $4,946+127.0% | $3,865+190.5% | $4,762+135.8% |
| Participant deferral / active EE | $12,980 | $5,868+121.2% | $4,937+162.9% | $5,850+121.9% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |