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 | $665,077 | $214,378+210.2% | $200,582+231.6% | $142,382+367.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.73% | 46.41%-24.7pp | 42.33%-20.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $18,660 | $6,841+172.8% | $6,419+190.7% | $4,299+334.0% |
| Participant deferral / active EE | $22,292 | $9,865+126.0% | $9,331+138.9% | $6,507+242.6% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |