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 | $646,085 | $106,515+506.6% | $96,683+568.3% | $139,434+363.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.98% | 38.43%-18.4pp | 35.69%-15.7pp | 372.94%-353.0pp |
| Employer contribution / active EE | $9,150 | $4,103+123.0% | $3,737+144.9% | $4,751+92.6% |
| Participant deferral / active EE | $19,500 | $5,454+257.5% | $4,878+299.7% | $6,710+190.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |