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 | $407,812 | $117,983+245.7% | $101,794+300.6% | $142,382+186.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.62% | 36.92%-21.3pp | 30.53%-14.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,055 | $2,773+46.2% | $2,289+77.1% | $4,299-5.7% |
| Participant deferral / active EE | $7,729 | $4,714+64.0% | $4,084+89.2% | $6,507+18.8% |
| Admin fee / account holder | $224 | $10,433-97.9% | $8,777-97.4% | $12,624-98.2% |