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 | $592,522 | $172,478+243.5% | $145,661+306.8% | $142,382+316.1% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.2%+2.8pp | 80.1%-0.1pp |
| Annual return | 16.74% | 151.09%-134.4pp | 101.46%-84.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $720 | $4,899-85.3% | $4,238-83.0% | $4,299-83.3% |
| Participant deferral / active EE | $19,120 | $8,348+129.0% | $7,198+165.6% | $6,507+193.8% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |