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 | $264,319 | $85,022+210.9% | $70,515+274.8% | $139,434+89.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.53% | 30.38%-11.9pp | 32.77%-14.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,856 | $3,909-1.4% | $2,973+29.7% | $4,751-18.8% |
| Participant deferral / active EE | $13,457 | $5,890+128.5% | $4,567+194.7% | $6,710+100.5% |
| Admin fee / account holder | $146 | $8,906-98.4% | $6,412-97.7% | $11,403-98.7% |