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 | $490,552 | $179,726+172.9% | $156,263+213.9% | $142,382+244.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.87% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,215 | $5,069-36.6% | $4,333-25.8% | $4,299-25.2% |
| Participant deferral / active EE | $9,936 | $6,956+42.8% | $6,158+61.3% | $6,507+52.7% |
| Admin fee / account holder | $119 | $17,272-99.3% | $14,255-99.2% | $12,624-99.1% |