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 | $522,402 | $228,332+128.8% | $185,823+181.1% | $158,922+228.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.91% | 40.80%-27.9pp | 35.95%-23.0pp | 302.83%-289.9pp |
| Employer contribution / active EE | $20,133 | $4,967+305.4% | $4,087+392.6% | $4,761+322.9% |
| Participant deferral / active EE | $14,371 | $6,415+124.0% | $5,632+155.2% | $5,982+140.2% |
| Admin fee / account holder | $209 | $11,864-98.2% | $9,500-97.8% | $11,246-98.1% |