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 | $396,891 | $177,572+123.5% | $154,803+156.4% | $142,382+178.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 70.78% | 65.07%+5.7pp | 58.88%+11.9pp | 217.08%-146.3pp |
| Employer contribution / active EE | $3,849 | $4,810-20.0% | $4,305-10.6% | $4,299-10.5% |
| Participant deferral / active EE | $7,748 | $6,272+23.5% | $5,540+39.8% | $6,507+19.1% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |