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 | $336,386 | $100,773+233.8% | $88,946+278.2% | $142,382+136.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.60% | 70.18%-52.6pp | 57.82%-40.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $19,658 | $2,918+573.7% | $2,555+669.4% | $4,299+357.2% |
| Participant deferral / active EE | $21,193 | $5,230+305.2% | $4,581+362.6% | $6,507+225.7% |
| Admin fee / account holder | $25 | $9,693-99.7% | $8,261-99.7% | $12,624-99.8% |