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 | $305,664 | $167,484+82.5% | $151,611+101.6% | $134,475+127.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.01% | 7.80%-22.8pp | 3.33%-18.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $3,424 | $6,829-49.9% | $6,166-44.5% | $4,740-27.8% |
| Participant deferral / active EE | $12,718 | $8,986+41.5% | $8,363+52.1% | $6,400+98.7% |
| Admin fee / account holder | $7 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |