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 | $767,362 | $162,781+371.4% | $133,956+472.8% | $158,922+382.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.68% | 41.94%-23.3pp | 45.09%-26.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $26,917 | $4,975+441.0% | $3,919+586.9% | $4,761+465.3% |
| Participant deferral / active EE | $20,729 | $5,911+250.7% | $5,048+310.7% | $5,982+246.5% |
| Admin fee / account holder | $8 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |