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 | $281,098 | $114,381+145.8% | $107,525+161.4% | $142,382+97.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.80% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,112 | $4,015-22.5% | $3,754-17.1% | $4,299-27.6% |
| Participant deferral / active EE | $14,794 | $5,564+165.9% | $5,116+189.2% | $6,507+127.4% |
| Admin fee / account holder | $187 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |