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 | $425,251 | $118,680+258.3% | $98,907+329.9% | $158,922+167.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.58% | 372.35%-358.8pp | 196.43%-182.8pp | 302.83%-289.2pp |
| Employer contribution / active EE | $7,024 | $3,333+110.7% | $2,689+161.2% | $4,761+47.5% |
| Participant deferral / active EE | $13,627 | $5,088+167.8% | $4,244+221.1% | $5,982+127.8% |
| Admin fee / account holder | $44 | $10,131-99.6% | $6,642-99.3% | $11,246-99.6% |