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 | $558,263 | $154,228+262.0% | $145,433+283.9% | $137,256+306.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.79% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $9,462 | $4,804+97.0% | $4,554+107.8% | $4,156+127.7% |
| Participant deferral / active EE | $29,884 | $8,216+263.7% | $7,897+278.4% | $6,407+366.4% |
| Admin fee / account holder | $120 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |