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 5-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 | $587,138 | $99,877+487.9% | $84,966+591.0% | $145,922+302.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.52% | 83.76%-71.2pp | 66.38%-53.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $8,625 | $3,231+166.9% | $2,727+216.3% | $4,660+85.1% |
| Participant deferral / active EE | $30,676 | $5,291+479.8% | $4,519+578.8% | $6,688+358.7% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |