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 | $384,562 | $165,984+131.7% | $164,813+133.3% | $145,922+163.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 34.31% | 100.03%-65.7pp | 69.93%-35.6pp | 561.29%-527.0pp |
| Employer contribution / active EE | $1,904 | $5,273-63.9% | $4,341-56.1% | $4,660-59.1% |
| Participant deferral / active EE | $12,324 | $6,959+77.1% | $6,031+104.3% | $6,688+84.3% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,690-99.8% | $13,397-99.9% |