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 | $356,398 | $115,882+207.6% | $100,516+254.6% | $158,922+124.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.70% | 34.79%-17.1pp | 30.89%-13.2pp | 302.83%-285.1pp |
| Employer contribution / active EE | $3,414 | $4,103-16.8% | $3,418-0.1% | $4,761-28.3% |
| Participant deferral / active EE | $12,362 | $6,674+85.2% | $6,270+97.2% | $5,982+106.6% |
| Admin fee / account holder | $11 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |