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 7-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 | $465,965 | $180,028+158.8% | $138,135+237.3% | $158,922+193.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 14.24% | 21.68%-7.4pp | 20.51%-6.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $24,171 | $7,470+223.6% | $5,587+332.7% | $4,761+407.7% |
| Participant deferral / active EE | $23,214 | $7,717+200.8% | $6,431+261.0% | $5,982+288.1% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |