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 | $349,483 | $185,822+88.1% | $169,993+105.6% | $139,434+150.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.58% | 60.50%-41.9pp | 53.37%-34.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $6,167 | $7,590-18.7% | $6,785-9.1% | $4,751+29.8% |
| Participant deferral / active EE | $19,119 | $11,622+64.5% | $10,408+83.7% | $6,710+184.9% |
| Admin fee / account holder | $74 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |