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 | $470,699 | $214,378+119.6% | $200,582+134.7% | $142,382+230.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.83% | 46.41%-32.6pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $16,059 | $6,841+134.7% | $6,419+150.2% | $4,299+273.5% |
| Participant deferral / active EE | $20,073 | $9,865+103.5% | $9,331+115.1% | $6,507+208.5% |
| Admin fee / account holder | $84 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |