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 | $428,422 | $118,680+261.0% | $98,907+333.2% | $158,922+169.6% |
| Participation rate | 81.8% | 77.8%+4.0pp | 76.0%+5.8pp | 82.0%-0.1pp |
| Annual return | 21.56% | 372.35%-350.8pp | 196.43%-174.9pp | 302.83%-281.3pp |
| Employer contribution / active EE | $3,065 | $3,333-8.0% | $2,689+14.0% | $4,761-35.6% |
| Participant deferral / active EE | $2,620 | $5,088-48.5% | $4,244-38.3% | $5,982-56.2% |
| Admin fee / account holder | $158 | $10,131-98.4% | $6,642-97.6% | $11,246-98.6% |