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 | $266,440 | $112,096+137.7% | $95,952+177.7% | $158,922+67.7% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 12.71% | 171.09%-158.4pp | 91.61%-78.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $4,221 | $3,198+32.0% | $2,541+66.1% | $4,761-11.3% |
| Participant deferral / active EE | $7,160 | $4,784+49.7% | $4,167+71.8% | $5,982+19.7% |
| Admin fee / account holder | $38 | $10,130-99.6% | $6,795-99.4% | $11,246-99.7% |