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 | $420,501 | $197,591+112.8% | $177,821+136.5% | $158,922+164.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 16.30% | 58.76%-42.5pp | 48.32%-32.0pp | 302.83%-286.5pp |
| Employer contribution / active EE | $7,403 | $6,697+10.5% | $5,918+25.1% | $4,761+55.5% |
| Participant deferral / active EE | $12,146 | $8,405+44.5% | $7,714+57.5% | $5,982+103.0% |
| Admin fee / account holder | $10 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |