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 | $403,638 | $117,841+242.5% | $102,423+294.1% | $145,922+176.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.66% | 31.65%-20.0pp | 29.32%-17.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,639 | $3,615-27.0% | $3,023-12.7% | $4,660-43.4% |
| Participant deferral / active EE | $20,333 | $5,731+254.8% | $5,053+302.4% | $6,688+204.0% |
| Admin fee / account holder | $189 | $13,326-98.6% | $9,451-98.0% | $13,397-98.6% |