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 | $936,813 | $106,515+779.5% | $96,683+869.0% | $139,434+571.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.30% | 38.43%-22.1pp | 35.69%-19.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $26,570 | $4,103+547.6% | $3,737+611.0% | $4,751+459.3% |
| Participant deferral / active EE | $20,807 | $5,454+281.5% | $4,878+326.5% | $6,710+210.1% |
| Admin fee / account holder | $123 | $7,877-98.4% | $6,730-98.2% | $11,403-98.9% |