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 | $512,154 | $135,952+276.7% | $123,892+313.4% | $273,961+86.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.14% | 56.63%-51.5pp | 47.52%-42.4pp | 41.45%-36.3pp |
| Employer contribution / active EE | $22,022 | $5,170+326.0% | $4,617+377.0% | $4,869+352.3% |
| Participant deferral / active EE | $13,467 | $6,343+112.3% | $5,984+125.0% | $5,287+154.7% |
| Admin fee / account holder | $48 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |