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 | $400,227 | $167,484+139.0% | $151,611+164.0% | $134,475+197.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.50% | 7.80%-20.3pp | 3.33%-15.8pp | 417.96%-430.5pp |
| Employer contribution / active EE | $8,949 | $6,829+31.0% | $6,166+45.1% | $4,740+88.8% |
| Participant deferral / active EE | $17,258 | $8,986+92.1% | $8,363+106.3% | $6,400+169.7% |
| Admin fee / account holder | $75 | $13,783-99.5% | $11,616-99.4% | $11,426-99.3% |