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 | $521,675 | $214,378+143.3% | $200,582+160.1% | $142,382+266.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.65% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,095 | $6,841-69.4% | $6,419-67.4% | $4,299-51.3% |
| Participant deferral / active EE | $16,356 | $9,865+65.8% | $9,331+75.3% | $6,507+151.4% |
| Admin fee / account holder | $40 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |