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 | $377,823 | $99,341+280.3% | $84,750+345.8% | $273,961+37.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.03% | 22.93%-14.9pp | 22.78%-14.8pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,397 | $4,214-19.4% | $3,574-5.0% | $4,869-30.2% |
| Participant deferral / active EE | $13,042 | $4,269+205.5% | $3,712+251.4% | $5,287+146.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |