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 9-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 | $814,808 | $163,101+399.6% | $136,749+495.8% | $142,382+472.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.12% | 27.54%-15.4pp | 24.33%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $9,481 | $4,117+130.3% | $3,400+178.9% | $4,299+120.5% |
| Participant deferral / active EE | $11,750 | $5,585+110.4% | $4,692+150.4% | $6,507+80.6% |
| Admin fee / account holder | $75 | $14,318-99.5% | $11,386-99.3% | $12,624-99.4% |