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 | $392,818 | $176,812+122.2% | $146,665+167.8% | $167,490+134.5% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 9.85% | 24.03%-14.2pp | 22.74%-12.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $3,000 | $5,160-41.9% | $4,136-27.5% | $4,837-38.0% |
| Participant deferral / active EE | $3,422 | $6,440-46.9% | $5,506-37.8% | $6,341-46.0% |
| Admin fee / account holder | $8 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |