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 | $540,681 | $112,881+379.0% | $90,951+494.5% | $158,922+240.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.97% | 215.79%-192.8pp | 134.60%-111.6pp | 302.83%-279.9pp |
| Employer contribution / active EE | $7,435 | $2,893+157.0% | $2,122+250.4% | $4,761+56.1% |
| Participant deferral / active EE | $16,050 | $4,128+288.9% | $3,373+375.9% | $5,982+168.3% |
| Admin fee / account holder | $159 | $8,041-98.0% | $5,959-97.3% | $11,246-98.6% |