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 | $996,247 | $82,286+1110.7% | $68,791+1348.2% | $134,475+640.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.34% | -2.19%-17.1pp | -6.38%-13.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $27,883 | $3,301+744.8% | $2,655+950.1% | $4,740+488.3% |
| Participant deferral / active EE | $8,814 | $4,739+86.0% | $3,941+123.7% | $6,400+37.7% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |