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 | $177,572+207.0% | $154,803+252.2% | $142,382+282.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.02% | 65.07%-47.0pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $15,525 | $4,810+222.7% | $4,305+260.6% | $4,299+261.1% |
| Participant deferral / active EE | $20,420 | $6,272+225.6% | $5,540+268.6% | $6,507+213.8% |
| Admin fee / account holder | $45 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |