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 | $268,889 | $112,881+138.2% | $90,951+195.6% | $158,922+69.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.81% | 215.79%-200.0pp | 134.60%-118.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,644 | $2,893+26.0% | $2,122+71.7% | $4,761-23.5% |
| Participant deferral / active EE | $3,753 | $4,128-9.1% | $3,373+11.3% | $5,982-37.3% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |