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 | $944,701 | $165,335+471.4% | $149,696+531.1% | $158,922+494.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 10.79% | 348.15%-337.4pp | 276.60%-265.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $7,910 | $5,103+55.0% | $4,644+70.3% | $4,761+66.1% |
| Participant deferral / active EE | $10,000 | $7,181+39.3% | $6,842+46.2% | $5,982+67.2% |
| Admin fee / account holder | $51 | $10,807-99.5% | $9,309-99.5% | $11,246-99.6% |