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 | $584,568 | $101,618+475.3% | $93,063+528.1% | $137,256+325.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 10.74% | 223.95%-213.2pp | 34.15%-23.4pp | 220.34%-209.6pp |
| Employer contribution / active EE | $23,074 | $2,707+752.3% | $2,476+831.9% | $4,156+455.2% |
| Participant deferral / active EE | $20,566 | $4,279+380.6% | $3,958+419.6% | $6,407+221.0% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |