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 | $493,741 | $115,882+326.1% | $100,516+391.2% | $158,922+210.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.31% | 34.79%-12.5pp | 30.89%-8.6pp | 302.83%-280.5pp |
| Employer contribution / active EE | $13,229 | $4,103+222.4% | $3,418+287.1% | $4,761+177.9% |
| Participant deferral / active EE | $8,941 | $6,674+34.0% | $6,270+42.6% | $5,982+49.5% |
| Admin fee / account holder | $1 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |