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 | $807,897 | $108,919+641.7% | $100,391+704.8% | $145,922+453.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.57% | 57.88%-39.3pp | 49.20%-30.6pp | 561.29%-542.7pp |
| Employer contribution / active EE | $39,472 | $4,419+793.2% | $3,942+901.4% | $4,660+747.1% |
| Participant deferral / active EE | $28,455 | $8,445+236.9% | $8,082+252.1% | $6,688+325.5% |
| Admin fee / account holder | $277 | $9,689-97.1% | $7,899-96.5% | $13,397-97.9% |