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 | $792,857 | $95,266+732.3% | $82,389+862.3% | $142,382+456.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.59% | 25.74%-6.1pp | 28.67%-9.1pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,133 | $2,991-28.7% | $2,517-15.3% | $4,299-50.4% |
| Participant deferral / active EE | $11,277 | $4,809+134.5% | $4,155+171.4% | $6,507+73.3% |
| Admin fee / account holder | $63 | $8,563-99.3% | $7,231-99.1% | $12,624-99.5% |