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 | $384,910 | $118,680+224.3% | $98,907+289.2% | $158,922+142.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 23.22% | 372.35%-349.1pp | 196.43%-173.2pp | 302.83%-279.6pp |
| Employer contribution / active EE | $1,402 | $3,333-57.9% | $2,689-47.9% | $4,761-70.6% |
| Participant deferral / active EE | $1,402 | $5,088-72.4% | $4,244-67.0% | $5,982-76.6% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |