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 | $269,239 | $163,101+65.1% | $136,749+96.9% | $142,382+89.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.93% | 27.54%-7.6pp | 24.33%-4.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,207 | $4,117-70.7% | $3,400-64.5% | $4,299-71.9% |
| Participant deferral / active EE | $3,911 | $5,585-30.0% | $4,692-16.6% | $6,507-39.9% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |