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 | $266,036 | $167,484+58.8% | $151,611+75.5% | $134,475+97.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.25% | 7.80%-25.1pp | 3.33%-20.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,785 | $6,829-73.9% | $6,166-71.0% | $4,740-62.3% |
| Participant deferral / active EE | $16,500 | $8,986+83.6% | $8,363+97.3% | $6,400+157.8% |
| Admin fee / account holder | $188 | $13,783-98.6% | $11,616-98.4% | $11,426-98.4% |