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 | $258,869 | $111,724+131.7% | $93,606+176.6% | $145,922+77.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 26.66% | 202.98%-176.3pp | 133.20%-106.5pp | 561.29%-534.6pp |
| Employer contribution / active EE | $5,622 | $3,090+82.0% | $2,420+132.3% | $4,660+20.7% |
| Participant deferral / active EE | $2,833 | $4,912-42.3% | $4,411-35.8% | $6,688-57.6% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |