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 | $522,161 | $157,256+232.0% | $141,162+269.9% | $152,861+241.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.22% | 64.32%-44.1pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $8,273 | $5,261+57.3% | $4,735+74.7% | $4,762+73.7% |
| Participant deferral / active EE | $7,636 | $7,109+7.4% | $6,709+13.8% | $5,850+30.5% |
| Admin fee / account holder | -$733 | $12,120-106.0% | $10,261-107.1% | $11,596-106.3% |