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 | $545,148 | $172,111+216.7% | $150,298+262.7% | $137,256+297.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.02% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $15,525 | $4,636+234.9% | $4,154+273.7% | $4,156+273.6% |
| Participant deferral / active EE | $20,420 | $6,166+231.2% | $5,453+274.5% | $6,407+218.7% |
| Admin fee / account holder | $45 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |