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 | $409,960 | $201,272+103.7% | $184,203+122.6% | $145,922+180.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.92% | 29.00%-17.1pp | 28.81%-16.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $12,439 | $7,022+77.2% | $6,427+93.5% | $4,660+167.0% |
| Participant deferral / active EE | $15,543 | $9,806+58.5% | $9,131+70.2% | $6,688+132.4% |
| Admin fee / account holder | $21 | $16,364-99.9% | $13,901-99.9% | $13,397-99.8% |