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 | $421,397 | $211,958+98.8% | $169,463+148.7% | $135,375+211.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.63% | 3.26%-1.6pp | 1.83%-0.2pp | 519.73%-518.1pp |
| Employer contribution / active EE | $31,400 | $5,120+513.3% | $4,159+655.0% | $4,779+557.1% |
| Participant deferral / active EE | $36,500 | $6,075+500.8% | $5,277+591.7% | $5,609+550.8% |
| Admin fee / account holder | $209 | $11,471-98.2% | $9,109-97.7% | $10,827-98.1% |