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 | $661,833 | $171,164+286.7% | $127,761+418.0% | $152,861+333.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 18.23% | 23.54%-5.3pp | 26.14%-7.9pp | 345.32%-327.1pp |
| Employer contribution / active EE | $6,397 | $5,447+17.4% | $4,574+39.9% | $4,762+34.3% |
| Participant deferral / active EE | $10,080 | $7,038+43.2% | $6,021+67.4% | $5,850+72.3% |
| Admin fee / account holder | $14 | $14,530-99.9% | $9,395-99.9% | $11,596-99.9% |