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 | $542,520 | $177,572+205.5% | $154,803+250.5% | $142,382+281.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.81% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,153 | $4,810-34.5% | $4,305-26.8% | $4,299-26.7% |
| Participant deferral / active EE | $13,543 | $6,272+115.9% | $5,540+144.4% | $6,507+108.1% |
| Admin fee / account holder | $112 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |