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 | $317,567 | $95,266+233.3% | $82,389+285.5% | $142,382+123.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 10.90% | 25.74%-14.8pp | 28.67%-17.8pp | 217.08%-206.2pp |
| Employer contribution / active EE | $3,655 | $2,991+22.2% | $2,517+45.2% | $4,299-15.0% |
| Participant deferral / active EE | $9,751 | $4,809+102.8% | $4,155+134.7% | $6,507+49.8% |
| Admin fee / account holder | $30 | $8,563-99.7% | $7,231-99.6% | $12,624-99.8% |