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 | $411,149 | $201,272+104.3% | $184,203+123.2% | $145,922+181.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 40.53% | 29.00%+11.5pp | 28.81%+11.7pp | 561.29%-520.8pp |
| Employer contribution / active EE | $20,588 | $7,022+193.2% | $6,427+220.3% | $4,660+341.8% |
| Participant deferral / active EE | $14,154 | $9,806+44.3% | $9,131+55.0% | $6,688+111.6% |
| Admin fee / account holder | $236 | $16,364-98.6% | $13,901-98.3% | $13,397-98.2% |