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 9-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 | $486,921 | $159,934+204.5% | $147,005+231.2% | $145,959+233.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.02% | 98.24%-79.2pp | 418.76%-399.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $3,466 | $5,287-34.4% | $4,934-29.8% | $4,661-25.6% |
| Participant deferral / active EE | $9,767 | $8,427+15.9% | $8,070+21.0% | $6,689+46.0% |
| Admin fee / account holder | $10 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |