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 | $363,995 | $115,882+214.1% | $100,516+262.1% | $158,922+129.0% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 14.73% | 34.79%-20.1pp | 30.89%-16.2pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,761 | $4,103-32.7% | $3,418-19.2% | $4,761-42.0% |
| Participant deferral / active EE | $10,099 | $6,674+51.3% | $6,270+61.1% | $5,982+68.8% |
| Admin fee / account holder | $30 | $10,995-99.7% | $8,081-99.6% | $11,246-99.7% |