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 | $366,149 | $105,931+245.6% | $81,930+346.9% | $158,922+130.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 14.80% | 38.17%-23.4pp | 29.49%-14.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,472 | $7,800-81.1% | $4,310-65.9% | $4,761-69.1% |
| Participant deferral / active EE | $11,616 | $13,003-10.7% | $7,107+63.4% | $5,982+94.2% |
| Admin fee / account holder | $18 | $8,489-99.8% | $5,158-99.6% | $11,246-99.8% |