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 | $357,893 | $100,773+255.1% | $88,946+302.4% | $142,382+151.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.11% | 70.18%-55.1pp | 57.82%-42.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,809 | $2,918+99.1% | $2,555+127.4% | $4,299+35.1% |
| Participant deferral / active EE | $16,561 | $5,230+216.6% | $4,581+261.5% | $6,507+154.5% |
| Admin fee / account holder | $25 | $9,693-99.7% | $8,261-99.7% | $12,624-99.8% |