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 | $979,797 | $110,257+788.6% | $96,544+914.9% | $139,434+602.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.93% | 26.32%-15.4pp | 25.84%-14.9pp | 372.94%-362.0pp |
| Employer contribution / active EE | $31,813 | $3,620+778.9% | $2,965+973.0% | $4,751+569.6% |
| Participant deferral / active EE | $17,784 | $5,548+220.6% | $4,851+266.6% | $6,710+165.0% |
| Admin fee / account holder | $24 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |