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 | $580,823 | $124,319+367.2% | $111,297+421.9% | $167,490+246.8% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 19.17% | 37.44%-18.3pp | 54.65%-35.5pp | 478.56%-459.4pp |
| Employer contribution / active EE | $17,108 | $3,435+398.0% | $2,731+526.4% | $4,837+253.7% |
| Participant deferral / active EE | $2,982 | $5,180-42.4% | $4,487-33.5% | $6,341-53.0% |
| Admin fee / account holder | $22 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |