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 | $524,656 | $179,726+191.9% | $156,263+235.8% | $142,382+268.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.13% | 77.86%-60.7pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,107 | $5,069+0.7% | $4,333+17.9% | $4,299+18.8% |
| Participant deferral / active EE | $12,962 | $6,956+86.3% | $6,158+110.5% | $6,507+99.2% |
| Admin fee / account holder | $4 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |