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 | $333,247 | $91,037+266.1% | $71,671+365.0% | $147,584+125.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 28.34% | 20.48%+7.9pp | 20.65%+7.7pp | 578.55%-550.2pp |
| Employer contribution / active EE | $2,622 | $3,327-21.2% | $2,460+6.6% | $4,876-46.2% |
| Participant deferral / active EE | $8,766 | $4,498+94.9% | $3,438+155.0% | $5,439+61.2% |
| Admin fee / account holder | $17 | $8,613-99.8% | $5,558-99.7% | $10,885-99.8% |