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 | $265,400 | $152,587+73.9% | $125,175+112.0% | $152,861+73.6% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 37.28% | 54.84%-17.6pp | 43.79%-6.5pp | 345.32%-308.0pp |
| Employer contribution / active EE | $8,563 | $4,946+73.1% | $3,865+121.5% | $4,762+79.8% |
| Participant deferral / active EE | $10,598 | $5,868+80.6% | $4,937+114.7% | $5,850+81.2% |
| Admin fee / account holder | $47 | $13,434-99.7% | $9,702-99.5% | $11,596-99.6% |