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 | $687,831 | $162,781+322.6% | $133,956+413.5% | $158,922+332.8% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 21.21% | 41.94%-20.7pp | 45.09%-23.9pp | 302.83%-281.6pp |
| Employer contribution / active EE | $4,579 | $4,975-8.0% | $3,919+16.9% | $4,761-3.8% |
| Participant deferral / active EE | $9,158 | $5,911+54.9% | $5,048+81.4% | $5,982+53.1% |
| Admin fee / account holder | $40 | $11,736-99.7% | $8,927-99.6% | $11,246-99.6% |