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 | $340,504 | $162,781+109.2% | $133,956+154.2% | $158,922+114.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.83% | 41.94%-24.1pp | 45.09%-27.3pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,394 | $4,975-31.8% | $3,919-13.4% | $4,761-28.7% |
| Participant deferral / active EE | $9,108 | $5,911+54.1% | $5,048+80.4% | $5,982+52.2% |
| Admin fee / account holder | $109 | $11,736-99.1% | $8,927-98.8% | $11,246-99.0% |