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 | $495,560 | $157,256+215.1% | $141,162+251.1% | $152,861+224.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.16% | 64.32%-42.2pp | 71.39%-49.2pp | 345.32%-323.2pp |
| Employer contribution / active EE | $24,033 | $5,261+356.8% | $4,735+407.6% | $4,762+404.7% |
| Participant deferral / active EE | $18,963 | $7,109+166.7% | $6,709+182.7% | $5,850+224.1% |
| Admin fee / account holder | $157 | $12,120-98.7% | $10,261-98.5% | $11,596-98.6% |