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 | $440,565 | $154,228+185.7% | $145,433+202.9% | $137,256+221.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.43% | 74.59%-58.2pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $27,967 | $4,804+482.2% | $4,554+514.1% | $4,156+572.9% |
| Participant deferral / active EE | $11,386 | $8,216+38.6% | $7,897+44.2% | $6,407+77.7% |
| Admin fee / account holder | $127 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |