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 | $470,632 | $162,781+189.1% | $133,956+251.3% | $158,922+196.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.69% | 41.94%-19.3pp | 45.09%-22.4pp | 302.83%-280.1pp |
| Employer contribution / active EE | $15,490 | $4,975+211.3% | $3,919+295.3% | $4,761+225.3% |
| Participant deferral / active EE | $3,053 | $5,911-48.4% | $5,048-39.5% | $5,982-49.0% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |