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 | $257,913 | $104,251+147.4% | $91,001+183.4% | $147,584+74.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.66% | 27.06%-10.4pp | 4.60%+12.1pp | 578.55%-561.9pp |
| Employer contribution / active EE | $9,449 | $3,116+203.3% | $2,456+284.8% | $4,876+93.8% |
| Participant deferral / active EE | $8,642 | $4,195+106.0% | $3,547+143.6% | $5,439+58.9% |
| Admin fee / account holder | $11 | $8,948-99.9% | $5,417-99.8% | $10,885-99.9% |