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 | $299,462 | $63,346+372.7% | $92,233+224.7% | $70,131+327.0% |
| Participation rate | 96.3% | 68.7%+27.6pp | 76.5%+19.8pp | 69.5%+26.8pp |
| Annual return | 17.80% | 530.12%-512.3pp | 176.28%-158.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,475 | $2,471-40.3% | $3,679-59.9% | $2,342-37.0% |
| Participant deferral / active EE | $3,727 | $2,854+30.6% | $3,897-4.3% | $3,332+11.9% |
| Admin fee / account holder | $10 | $3,840-99.7% | $5,194-99.8% | $4,645-99.8% |