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 | $303,586 | $165,335+83.6% | $149,696+102.8% | $158,922+91.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.03% | 348.15%-338.1pp | 276.60%-266.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $2,974 | $5,103-41.7% | $4,644-36.0% | $4,761-37.5% |
| Participant deferral / active EE | $13,088 | $7,181+82.2% | $6,842+91.3% | $5,982+118.8% |
| Admin fee / account holder | $50 | $10,807-99.5% | $9,309-99.5% | $11,246-99.6% |