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 | $294,083 | $149,679+96.5% | $117,039+151.3% | $147,584+99.3% |
| Participation rate | 93.3% | 83.5%+9.8pp | 77.2%+16.1pp | 82.8%+10.5pp |
| Annual return | 16.40% | 19.31%-2.9pp | 18.95%-2.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,207 | $4,937-55.3% | $3,785-41.7% | $4,876-54.7% |
| Participant deferral / active EE | $9,665 | $4,912+96.8% | $3,929+146.0% | $5,439+77.7% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |