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 | $288,632 | $104,251+176.9% | $91,001+217.2% | $147,584+95.6% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 16.01% | 27.06%-11.1pp | 4.60%+11.4pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,880 | $3,116-39.6% | $2,456-23.4% | $4,876-61.4% |
| Participant deferral / active EE | $6,881 | $4,195+64.0% | $3,547+94.0% | $5,439+26.5% |
| Admin fee / account holder | $60 | $8,948-99.3% | $5,417-98.9% | $10,885-99.4% |