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 | $385,323 | $109,817+250.9% | $98,442+291.4% | $167,490+130.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.05% | 1956.69%-1942.6pp | 1492.73%-1478.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $3,511 | $3,224+8.9% | $2,960+18.6% | $4,837-27.4% |
| Participant deferral / active EE | $7,091 | $4,673+51.7% | $4,276+65.8% | $6,341+11.8% |
| Admin fee / account holder | $270 | $6,753-96.0% | $5,949-95.5% | $12,309-97.8% |