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 | $288,793 | $112,881+155.8% | $90,951+217.5% | $158,922+81.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.48% | 215.79%-200.3pp | 134.60%-119.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,196 | $2,893-24.1% | $2,122+3.5% | $4,761-53.9% |
| Participant deferral / active EE | $10,458 | $4,128+153.4% | $3,373+210.1% | $5,982+74.8% |
| Admin fee / account holder | $12 | $8,041-99.9% | $5,959-99.8% | $11,246-99.9% |