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 | $261,404 | $115,882+125.6% | $100,516+160.1% | $158,922+64.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.90% | 34.79%-19.9pp | 30.89%-16.0pp | 302.83%-287.9pp |
| Employer contribution / active EE | $4,887 | $4,103+19.1% | $3,418+43.0% | $4,761+2.6% |
| Participant deferral / active EE | $9,533 | $6,674+42.8% | $6,270+52.0% | $5,982+59.4% |
| Admin fee / account holder | $60 | $10,995-99.5% | $8,081-99.3% | $11,246-99.5% |