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 | $344,555 | $108,172+218.5% | $77,482+344.7% | $158,922+116.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 9.24% | 31.67%-22.4pp | 54.79%-45.6pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,358 | $1,325+2.5% | $986+37.7% | $4,761-71.5% |
| Participant deferral / active EE | $526 | $2,456-78.6% | $1,861-71.7% | $5,982-91.2% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |