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 | $276,271 | $118,680+132.8% | $98,907+179.3% | $158,922+73.8% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 20.25% | 372.35%-352.1pp | 196.43%-176.2pp | 302.83%-282.6pp |
| Employer contribution / active EE | $11,094 | $3,333+232.9% | $2,689+312.6% | $4,761+133.0% |
| Participant deferral / active EE | $7,780 | $5,088+52.9% | $4,244+83.3% | $5,982+30.1% |
| Admin fee / account holder | $195 | $10,131-98.1% | $6,642-97.1% | $11,246-98.3% |