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 | $462,046 | $117,859+292.0% | $102,438+351.0% | $145,959+216.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.57% | 31.72%-9.2pp | 29.37%-6.8pp | 561.95%-539.4pp |
| Employer contribution / active EE | $1,913 | $3,615-47.1% | $3,024-36.7% | $4,661-59.0% |
| Participant deferral / active EE | $2,995 | $5,732-47.7% | $5,054-40.7% | $6,689-55.2% |
| Admin fee / account holder | $30 | $13,318-99.8% | $9,448-99.7% | $13,398-99.8% |