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 | $576,476 | $167,484+244.2% | $151,611+280.2% | $134,475+328.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.94% | 7.80%-26.7pp | 3.33%-22.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $22,588 | $6,829+230.8% | $6,166+266.3% | $4,740+376.6% |
| Participant deferral / active EE | $20,995 | $8,986+133.6% | $8,363+151.0% | $6,400+228.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |