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 | $476,549 | $210,408+126.5% | $153,485+210.5% | $145,922+226.6% |
| Participation rate | 72.7% | 82.1%-9.4pp | 77.1%-4.4pp | 80.3%-7.5pp |
| Annual return | 11.43% | 13.37%-1.9pp | 15.65%-4.2pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,378 | $6,048-44.1% | $5,039-33.0% | $4,660-27.5% |
| Participant deferral / active EE | $16,922 | $7,975+112.2% | $6,757+150.4% | $6,688+153.0% |
| Admin fee / account holder | $0 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |