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 | $648,188 | $109,327+492.9% | $89,391+625.1% | $158,922+307.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.93% | 345.68%-324.7pp | 245.62%-224.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $3,503 | $3,170+10.5% | $2,586+35.5% | $4,761-26.4% |
| Participant deferral / active EE | $14,703 | $4,598+219.7% | $3,890+278.0% | $5,982+145.8% |
| Admin fee / account holder | $294 | $6,153-95.2% | $4,881-94.0% | $11,246-97.4% |