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 | $271,667 | $104,664+159.6% | $85,682+217.1% | $167,490+62.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.06% | 21.45%-5.4pp | 21.49%-5.4pp | 478.56%-462.5pp |
| Employer contribution / active EE | $3,974 | $3,337+19.1% | $2,618+51.8% | $4,837-17.9% |
| Participant deferral / active EE | $11,334 | $4,824+134.9% | $3,923+188.9% | $6,341+78.7% |
| Admin fee / account holder | $29 | $10,032-99.7% | $6,873-99.6% | $12,309-99.8% |