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 | $295,288 | $167,307+76.5% | $143,757+105.4% | $134,475+119.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 38.40% | 0.46%+37.9pp | -0.04%+38.4pp | 417.96%-379.6pp |
| Employer contribution / active EE | $7,344 | $5,619+30.7% | $4,951+48.3% | $4,740+54.9% |
| Participant deferral / active EE | $22,679 | $6,446+251.8% | $5,637+302.3% | $6,400+254.4% |
| Admin fee / account holder | $11 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |