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 | $534,580 | $165,335+223.3% | $149,696+257.1% | $158,922+236.4% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 19.68% | 348.15%-328.5pp | 276.60%-256.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $2,366 | $5,103-53.6% | $4,644-49.1% | $4,761-50.3% |
| Participant deferral / active EE | $12,785 | $7,181+78.0% | $6,842+86.9% | $5,982+113.7% |
| Admin fee / account holder | $119 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |