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 | $351,161 | $124,281+182.6% | $109,143+221.7% | $167,490+109.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.24% | 26.04%-15.8pp | 25.75%-15.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $10,205 | $4,207+142.6% | $3,722+174.2% | $4,837+111.0% |
| Participant deferral / active EE | $20,410 | $5,255+288.4% | $4,653+338.6% | $6,341+221.9% |
| Admin fee / account holder | $120 | $7,970-98.5% | $6,752-98.2% | $12,309-99.0% |