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 | $431,884 | $96,635+346.9% | $86,612+398.6% | $139,434+209.7% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 13.37% | 106.41%-93.0pp | 591.07%-577.7pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,110 | $3,263-35.3% | $3,022-30.2% | $4,751-55.6% |
| Participant deferral / active EE | $6,218 | $4,836+28.6% | $4,438+40.1% | $6,710-7.3% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |