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 | $453,827 | $103,376+339.0% | $87,100+421.0% | $152,861+196.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.68% | 28.10%-7.4pp | 28.19%-7.5pp | 345.32%-324.6pp |
| Employer contribution / active EE | $8,154 | $3,220+153.2% | $2,521+223.4% | $4,762+71.2% |
| Participant deferral / active EE | $5,953 | $4,778+24.6% | $4,049+47.0% | $5,850+1.8% |
| Admin fee / account holder | $60 | $12,205-99.5% | $7,497-99.2% | $11,596-99.5% |