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 | $476,142 | $209,411+127.4% | $178,490+166.8% | $158,922+199.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.29% | 188.75%-177.5pp | 151.07%-139.8pp | 302.83%-291.5pp |
| Employer contribution / active EE | $16,899 | $5,706+196.1% | $5,011+237.3% | $4,761+254.9% |
| Participant deferral / active EE | $8,296 | $5,954+39.3% | $5,202+59.5% | $5,982+38.7% |
| Admin fee / account holder | $41 | $17,074-99.8% | $13,984-99.7% | $11,246-99.6% |