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 | $298,981 | $110,261+171.2% | $95,745+212.3% | $139,434+114.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.28% | 27.11%+1.2pp | 28.35%-0.1pp | 372.94%-344.7pp |
| Employer contribution / active EE | $338 | $3,257-89.6% | $2,835-88.1% | $4,751-92.9% |
| Participant deferral / active EE | $7,163 | $4,676+53.2% | $4,245+68.7% | $6,710+6.7% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |