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 | $342,148 | $112,729+203.5% | $98,716+246.6% | $137,256+149.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.13% | 38.48%-23.4pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,067 | $2,725+49.2% | $2,279+78.5% | $4,156-2.1% |
| Participant deferral / active EE | $11,215 | $4,640+141.7% | $4,048+177.1% | $6,407+75.1% |
| Admin fee / account holder | $9 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |