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 | $401,269 | $165,335+142.7% | $149,696+168.1% | $158,922+152.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.89% | 348.15%-330.3pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $14,092 | $5,103+176.2% | $4,644+203.4% | $4,761+196.0% |
| Participant deferral / active EE | $20,382 | $7,181+183.8% | $6,842+197.9% | $5,982+240.7% |
| Admin fee / account holder | $85 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |