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 | $271,583 | $104,251+160.5% | $91,001+198.4% | $147,584+84.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.31% | 27.06%-10.8pp | 4.60%+11.7pp | 578.55%-562.2pp |
| Employer contribution / active EE | $661 | $3,116-78.8% | $2,456-73.1% | $4,876-86.4% |
| Participant deferral / active EE | $7,100 | $4,195+69.2% | $3,547+100.1% | $5,439+30.5% |
| Admin fee / account holder | $76 | $8,948-99.2% | $5,417-98.6% | $10,885-99.3% |