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 | $387,472 | $114,381+238.8% | $107,525+260.4% | $142,382+172.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 15.45% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $12,121 | $4,015+201.9% | $3,754+222.9% | $4,299+181.9% |
| Participant deferral / active EE | $16,900 | $5,564+203.7% | $5,116+230.4% | $6,507+159.7% |
| Admin fee / account holder | $208 | $9,860-97.9% | $8,919-97.7% | $12,624-98.4% |