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 | $349,135 | $97,125+259.5% | $86,233+304.9% | $137,256+154.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.14% | 74.19%-60.0pp | 61.39%-47.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $742 | $2,841-73.9% | $2,504-70.4% | $4,156-82.1% |
| Participant deferral / active EE | $19,346 | $5,180+273.5% | $4,559+324.3% | $6,407+202.0% |
| Admin fee / account holder | $60 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |