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 | $396,080 | $109,817+260.7% | $98,442+302.3% | $167,490+136.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.24% | 1956.69%-1939.5pp | 1492.73%-1475.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,797 | $3,224-13.2% | $2,960-5.5% | $4,837-42.2% |
| Participant deferral / active EE | $8,048 | $4,673+72.2% | $4,276+88.2% | $6,341+26.9% |
| Admin fee / account holder | $275 | $6,753-95.9% | $5,949-95.4% | $12,309-97.8% |