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 | $497,939 | $110,261+351.6% | $95,745+420.1% | $139,434+257.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.15% | 27.11%-6.0pp | 28.35%-7.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,200 | $3,257-32.5% | $2,835-22.4% | $4,751-53.7% |
| Participant deferral / active EE | $5,500 | $4,676+17.6% | $4,245+29.6% | $6,710-18.0% |
| Admin fee / account holder | $120 | $6,613-98.2% | $5,678-97.9% | $11,403-98.9% |