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 | $542,343 | $185,822+191.9% | $169,993+219.0% | $139,434+289.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.69% | 60.50%-47.8pp | 53.37%-40.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $4,154 | $7,590-45.3% | $6,785-38.8% | $4,751-12.6% |
| Participant deferral / active EE | $9,228 | $11,622-20.6% | $10,408-11.3% | $6,710+37.5% |
| Admin fee / account holder | $13 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |