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 | $393,325 | $180,749+117.6% | $160,784+144.6% | $137,256+186.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.04% | 2234.46%-2217.4pp | 1803.92%-1786.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,467 | $4,155+7.5% | $3,733+19.7% | $4,156+7.5% |
| Participant deferral / active EE | $15,441 | $6,844+125.6% | $6,293+145.4% | $6,407+141.0% |
| Admin fee / account holder | $55 | $10,397-99.5% | $9,717-99.4% | $12,270-99.5% |