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 | $259,294 | $165,335+56.8% | $149,696+73.2% | $158,922+63.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.17% | 348.15%-334.0pp | 276.60%-262.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $5,872 | $5,103+15.1% | $4,644+26.4% | $4,761+23.3% |
| Participant deferral / active EE | $21,636 | $7,181+201.3% | $6,842+216.2% | $5,982+261.7% |
| Admin fee / account holder | -$58 | $10,807-100.5% | $9,309-100.6% | $11,246-100.5% |