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 | $420,314 | $165,335+154.2% | $149,696+180.8% | $158,922+164.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 11.69% | 348.15%-336.5pp | 276.60%-264.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $12,880 | $5,103+152.4% | $4,644+177.3% | $4,761+170.5% |
| Participant deferral / active EE | $11,101 | $7,181+54.6% | $6,842+62.3% | $5,982+85.6% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |