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 | $447,087 | $172,478+159.2% | $145,661+206.9% | $142,382+214.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 14.77% | 151.09%-136.3pp | 101.46%-86.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,677 | $4,899-45.4% | $4,238-36.8% | $4,299-37.7% |
| Participant deferral / active EE | $12,405 | $8,348+48.6% | $7,198+72.3% | $6,507+90.6% |
| Admin fee / account holder | $90 | $16,864-99.5% | $12,466-99.3% | $12,624-99.3% |