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 | $593,279 | $154,117+285.0% | $129,995+356.4% | $139,434+325.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.36% | 32.48%-17.1pp | -137.18%+152.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $12,335 | $5,289+133.2% | $4,320+185.5% | $4,751+159.6% |
| Participant deferral / active EE | $3,700 | $6,710-44.9% | $5,820-36.4% | $6,710-44.9% |
| Admin fee / account holder | $212 | $14,007-98.5% | $10,614-98.0% | $11,403-98.1% |