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 | $415,087 | $118,849+249.3% | $96,562+329.9% | $167,490+147.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.93% | 50.49%-38.6pp | 37.78%-25.9pp | 478.56%-466.6pp |
| Employer contribution / active EE | $3,714 | $3,120+19.0% | $2,356+57.6% | $4,837-23.2% |
| Participant deferral / active EE | $17,000 | $4,616+268.3% | $3,849+341.7% | $6,341+168.1% |
| Admin fee / account holder | $7 | $8,065-99.9% | $6,181-99.9% | $12,309-99.9% |