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 | $333,432 | $124,185+168.5% | $108,410+207.6% | $167,490+99.1% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 19.98% | 1379.64%-1359.7pp | 905.27%-885.3pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,526 | $4,187-63.6% | $3,558-57.1% | $4,837-68.5% |
| Participant deferral / active EE | $2,503 | $6,908-63.8% | $6,563-61.9% | $6,341-60.5% |
| Admin fee / account holder | $19 | $9,455-99.8% | $7,295-99.7% | $12,309-99.8% |