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 | $273,186 | $85,202+220.6% | $172,739+58.2% | $72,985+274.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.25% | 27.32%-5.1pp | 802.84%-780.6pp | 81.00%-58.7pp |
| Employer contribution / active EE | $12,439 | $3,324+274.2% | $5,143+141.9% | $2,440+409.8% |
| Participant deferral / active EE | $7,050 | $3,260+116.3% | $5,198+35.6% | $3,607+95.4% |
| Admin fee / account holder | $269 | $5,884-95.4% | $13,954-98.1% | $5,124-94.7% |