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 | $317,444 | $157,256+101.9% | $141,162+124.9% | $152,861+107.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.44% | 64.32%-41.9pp | 71.39%-48.9pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,172 | $5,261-58.7% | $4,735-54.1% | $4,762-54.4% |
| Participant deferral / active EE | $12,787 | $7,109+79.9% | $6,709+90.6% | $5,850+118.6% |
| Admin fee / account holder | $63 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |