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 | $598,425 | $167,484+257.3% | $151,611+294.7% | $134,475+345.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.38% | 7.80%-27.2pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $10,509 | $6,829+53.9% | $6,166+70.4% | $4,740+121.7% |
| Participant deferral / active EE | $7,110 | $8,986-20.9% | $8,363-15.0% | $6,400+11.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |