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 | $479,649 | $108,919+340.4% | $100,391+377.8% | $145,922+228.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.42% | 57.88%-38.5pp | 49.20%-29.8pp | 561.29%-541.9pp |
| Employer contribution / active EE | $595 | $4,419-86.5% | $3,942-84.9% | $4,660-87.2% |
| Participant deferral / active EE | $16,572 | $8,445+96.2% | $8,082+105.1% | $6,688+147.8% |
| Admin fee / account holder | $80 | $9,689-99.2% | $7,899-99.0% | $13,397-99.4% |