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 | $426,104 | $159,602+167.0% | $150,045+184.0% | $142,382+199.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.78% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $6,669 | $4,961+34.4% | $4,693+42.1% | $4,299+55.1% |
| Participant deferral / active EE | $8,230 | $8,310-1.0% | $7,997+2.9% | $6,507+26.5% |
| Admin fee / account holder | $43 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |