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 | $295,769 | $87,166+239.3% | $76,735+285.4% | $137,256+115.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.47% | 26.50%-11.0pp | 29.77%-14.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,744 | $2,904-5.5% | $2,454+11.8% | $4,156-34.0% |
| Participant deferral / active EE | $11,972 | $4,726+153.3% | $4,088+192.9% | $6,407+86.9% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |