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 | $774,302 | $211,958+265.3% | $169,463+356.9% | $135,375+472.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.09% | 3.26%-2.2pp | 1.83%-0.7pp | 519.73%-518.6pp |
| Employer contribution / active EE | $11,185 | $5,120+118.5% | $4,159+168.9% | $4,779+134.1% |
| Participant deferral / active EE | $13,875 | $6,075+128.4% | $5,277+163.0% | $5,609+147.4% |
| Admin fee / account holder | $9 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |