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 | $275,232 | $114,381+140.6% | $107,525+156.0% | $142,382+93.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.37% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,282 | $4,015+56.5% | $3,754+67.4% | $4,299+46.1% |
| Participant deferral / active EE | $9,306 | $5,564+67.3% | $5,116+81.9% | $6,507+43.0% |
| Admin fee / account holder | $98 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |