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 | $775,390 | $113,339+584.1% | $94,993+716.3% | $147,584+425.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 23.68% | 20.77%+2.9pp | 27.12%-3.4pp | 578.55%-554.9pp |
| Employer contribution / active EE | $2,475 | $3,160-21.7% | $2,603-4.9% | $4,876-49.2% |
| Participant deferral / active EE | $10,473 | $3,777+177.3% | $3,317+215.7% | $5,439+92.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |