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 | $752,781 | $180,028+318.1% | $138,135+445.0% | $158,922+373.7% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 18.17% | 21.68%-3.5pp | 20.51%-2.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $8,507 | $7,470+13.9% | $5,587+52.3% | $4,761+78.7% |
| Participant deferral / active EE | $11,986 | $7,717+55.3% | $6,431+86.4% | $5,982+100.4% |
| Admin fee / account holder | $3 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |