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 | $100,773+246.5% | $88,946+292.5% | $142,382+145.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.14% | 70.18%-56.0pp | 57.82%-43.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $742 | $2,918-74.6% | $2,555-71.0% | $4,299-82.7% |
| Participant deferral / active EE | $19,346 | $5,230+269.9% | $4,581+322.3% | $6,507+197.3% |
| Admin fee / account holder | $60 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |