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 | $528,374 | $214,378+146.5% | $200,582+163.4% | $142,382+271.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.14% | 46.41%-32.3pp | 42.33%-28.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $7,133 | $6,841+4.3% | $6,419+11.1% | $4,299+65.9% |
| Participant deferral / active EE | $14,000 | $9,865+41.9% | $9,331+50.0% | $6,507+115.1% |
| Admin fee / account holder | $67 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |