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 | $257,047 | $115,882+121.8% | $100,516+155.7% | $158,922+61.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.90% | 34.79%-19.9pp | 30.89%-16.0pp | 302.83%-287.9pp |
| Employer contribution / active EE | $608 | $4,103-85.2% | $3,418-82.2% | $4,761-87.2% |
| Participant deferral / active EE | $12,881 | $6,674+93.0% | $6,270+105.4% | $5,982+115.3% |
| Admin fee / account holder | $14 | $10,995-99.9% | $8,081-99.8% | $11,246-99.9% |