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 | $377,141 | $165,335+128.1% | $149,696+151.9% | $158,922+137.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.37% | 348.15%-336.8pp | 276.60%-265.2pp | 302.83%-291.5pp |
| Employer contribution / active EE | $11,656 | $5,103+128.4% | $4,644+151.0% | $4,761+144.8% |
| Participant deferral / active EE | $8,462 | $7,181+17.8% | $6,842+23.7% | $5,982+41.5% |
| Admin fee / account holder | $103 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |