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 | $362,574 | $140,940+157.3% | $112,229+223.1% | $139,434+160.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.52% | 32.71%-11.2pp | 30.20%-8.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $16,713 | $4,283+290.2% | $3,430+387.2% | $4,751+251.8% |
| Participant deferral / active EE | $14,731 | $5,874+150.8% | $4,798+207.0% | $6,710+119.5% |
| Admin fee / account holder | $84 | $9,954-99.2% | $7,748-98.9% | $11,403-99.3% |