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 | $303,777 | $99,877+204.2% | $84,966+257.5% | $145,922+108.2% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.4pp | 80.3%+12.6pp |
| Annual return | 14.77% | 83.76%-69.0pp | 66.38%-51.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $10,487 | $3,231+224.5% | $2,727+284.6% | $4,660+125.1% |
| Participant deferral / active EE | $6,332 | $5,291+19.7% | $4,519+40.1% | $6,688-5.3% |
| Admin fee / account holder | $42 | $7,248-99.4% | $6,149-99.3% | $13,397-99.7% |