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 | $644,865 | $178,174+261.9% | $156,181+312.9% | $137,256+369.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.82% | 84.19%-64.4pp | 64.87%-45.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $21,856 | $4,972+339.6% | $4,294+409.0% | $4,156+425.9% |
| Participant deferral / active EE | $20,537 | $6,888+198.2% | $6,132+234.9% | $6,407+220.6% |
| Admin fee / account holder | $126 | $17,404-99.3% | $14,586-99.1% | $12,270-99.0% |