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 6-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 | $561,915 | $104,664+436.9% | $85,682+555.8% | $167,490+235.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.81% | 21.45%-6.6pp | 21.49%-6.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $12,578 | $3,337+276.9% | $2,618+380.4% | $4,837+160.0% |
| Participant deferral / active EE | $5,100 | $4,824+5.7% | $3,923+30.0% | $6,341-19.6% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |