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 | $565,335 | $162,781+247.3% | $133,956+322.0% | $158,922+255.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 33.50% | 41.94%-8.4pp | 45.09%-11.6pp | 302.83%-269.3pp |
| Employer contribution / active EE | $3,212 | $4,975-35.4% | $3,919-18.0% | $4,761-32.5% |
| Participant deferral / active EE | $8,280 | $5,911+40.1% | $5,048+64.0% | $5,982+38.4% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |