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 | $369,048 | $127,777+188.8% | $106,548+246.4% | $167,490+120.3% |
| Participation rate | 92.3% | 78.3%+14.0pp | 76.1%+16.2pp | 82.1%+10.2pp |
| Annual return | 15.65% | 33.87%-18.2pp | 26.80%-11.2pp | 478.56%-462.9pp |
| Employer contribution / active EE | $12,105 | $3,427+253.3% | $2,819+329.4% | $4,837+150.2% |
| Participant deferral / active EE | $7,709 | $5,087+51.5% | $4,398+75.3% | $6,341+21.6% |
| Admin fee / account holder | $205 | $11,228-98.2% | $7,407-97.2% | $12,309-98.3% |