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 | $339,406 | $149,734+126.7% | $118,925+185.4% | $158,922+113.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.95% | 19.95%-6.0pp | 35.88%-21.9pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,532 | $4,115-62.8% | $3,263-53.1% | $4,761-67.8% |
| Participant deferral / active EE | $8,500 | $5,223+62.7% | $4,265+99.3% | $5,982+42.1% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |