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 | $251,935 | $124,281+102.7% | $109,143+130.8% | $167,490+50.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.60% | 26.04%-9.4pp | 25.75%-9.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,136 | $4,207-49.2% | $3,722-42.6% | $4,837-55.9% |
| Participant deferral / active EE | $12,545 | $5,255+138.7% | $4,653+169.6% | $6,341+97.8% |
| Admin fee / account holder | $13 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |