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 | $459,941 | $106,584+331.5% | $101,326+353.9% | $142,382+223.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.65% | 36.93%-22.3pp | 36.82%-22.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,627 | $3,956-8.3% | $3,665-1.0% | $4,299-15.6% |
| Participant deferral / active EE | $11,650 | $8,297+40.4% | $7,994+45.7% | $6,507+79.0% |
| Admin fee / account holder | $13 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |