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 | $348,892 | $127,065+174.6% | $113,168+208.3% | $142,382+145.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.59% | 24.03%-5.4pp | 24.27%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,901 | $3,442-44.8% | $2,975-36.1% | $4,299-55.8% |
| Participant deferral / active EE | $16,042 | $5,716+180.6% | $5,107+214.1% | $6,507+146.5% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |