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 | $687,497 | $177,572+287.2% | $154,803+344.1% | $142,382+382.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.81% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $8,820 | $4,810+83.3% | $4,305+104.8% | $4,299+105.1% |
| Participant deferral / active EE | $14,205 | $6,272+126.5% | $5,540+156.4% | $6,507+118.3% |
| Admin fee / account holder | $208 | $16,786-98.8% | $14,329-98.5% | $12,624-98.4% |