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 | $508,622 | $210,408+141.7% | $153,485+231.4% | $145,922+248.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 26.70% | 13.37%+13.3pp | 15.65%+11.0pp | 561.29%-534.6pp |
| Employer contribution / active EE | $0 | $6,048-100.0% | $5,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,842 | $7,975-64.4% | $6,757-57.9% | $6,688-57.5% |
| Admin fee / account holder | $107 | $19,419-99.4% | $12,724-99.2% | $13,397-99.2% |