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 | $469,236 | $157,256+198.4% | $141,162+232.4% | $152,861+207.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.56% | 64.32%-47.8pp | 71.39%-54.8pp | 345.32%-328.8pp |
| Employer contribution / active EE | $4,267 | $5,261-18.9% | $4,735-9.9% | $4,762-10.4% |
| Participant deferral / active EE | $11,707 | $7,109+64.7% | $6,709+74.5% | $5,850+100.1% |
| Admin fee / account holder | $32 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |