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 | $294,406 | $127,065+131.7% | $113,168+160.2% | $142,382+106.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.69% | 24.03%-9.3pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $8,408 | $3,442+144.3% | $2,975+182.6% | $4,299+95.6% |
| Participant deferral / active EE | $11,569 | $5,716+102.4% | $5,107+126.5% | $6,507+77.8% |
| Admin fee / account holder | $10 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |