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 | $309,192 | $115,882+166.8% | $100,516+207.6% | $158,922+94.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 27.56% | 34.79%-7.2pp | 30.89%-3.3pp | 302.83%-275.3pp |
| Employer contribution / active EE | $17,520 | $4,103+327.0% | $3,418+412.7% | $4,761+268.0% |
| Participant deferral / active EE | $22,594 | $6,674+238.5% | $6,270+260.3% | $5,982+277.7% |
| Admin fee / account holder | $168 | $10,995-98.5% | $8,081-97.9% | $11,246-98.5% |