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 | $551,464 | $214,378+157.2% | $200,582+174.9% | $142,382+287.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.24% | 46.41%-30.2pp | 42.33%-26.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,414 | $6,841-35.5% | $6,419-31.2% | $4,299+2.7% |
| Participant deferral / active EE | $9,707 | $9,865-1.6% | $9,331+4.0% | $6,507+49.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |