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 | $653,117 | $197,591+230.5% | $177,821+267.3% | $158,922+311.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.73% | 58.76%-50.0pp | 48.32%-39.6pp | 302.83%-294.1pp |
| Employer contribution / active EE | $1,554 | $6,697-76.8% | $5,918-73.7% | $4,761-67.4% |
| Participant deferral / active EE | $14,002 | $8,405+66.6% | $7,714+81.5% | $5,982+134.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |