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 | $702,490 | $201,259+249.0% | $184,200+281.4% | $145,959+381.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.54% | 28.98%-12.4pp | 28.80%-12.3pp | 561.95%-545.4pp |
| Employer contribution / active EE | $21,987 | $7,018+213.3% | $6,424+242.3% | $4,661+371.7% |
| Participant deferral / active EE | $20,808 | $9,806+112.2% | $9,132+127.9% | $6,689+211.1% |
| Admin fee / account holder | $188 | $16,372-98.9% | $13,907-98.7% | $13,398-98.6% |