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 | $295,135 | $114,381+158.0% | $107,525+174.5% | $142,382+107.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.36% | 242.71%-225.3pp | 181.32%-164.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $5,945 | $4,015+48.1% | $3,754+58.4% | $4,299+38.3% |
| Participant deferral / active EE | $7,493 | $5,564+34.7% | $5,116+46.5% | $6,507+15.2% |
| Admin fee / account holder | $27 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |