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 | $520,466 | $201,272+158.6% | $184,203+182.6% | $145,922+256.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.16% | 29.00%-16.8pp | 28.81%-16.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $5,964 | $7,022-15.1% | $6,427-7.2% | $4,660+28.0% |
| Participant deferral / active EE | $26,750 | $9,806+172.8% | $9,131+192.9% | $6,688+300.0% |
| Admin fee / account holder | $15 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |