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 | $315,177 | $165,335+90.6% | $149,696+110.5% | $158,922+98.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.27% | 348.15%-333.9pp | 276.60%-262.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $11,002 | $5,103+115.6% | $4,644+136.9% | $4,761+131.1% |
| Participant deferral / active EE | $15,532 | $7,181+116.3% | $6,842+127.0% | $5,982+159.6% |
| Admin fee / account holder | $206 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |