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 | $288,247 | $114,381+152.0% | $107,525+168.1% | $142,382+102.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.38% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $6,212 | $4,015+54.7% | $3,754+65.5% | $4,299+44.5% |
| Participant deferral / active EE | $3,050 | $5,564-45.2% | $5,116-40.4% | $6,507-53.1% |
| Admin fee / account holder | $161 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |