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 7-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 | $409,225 | $111,754+266.2% | $103,333+296.0% | $145,922+180.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.01% | 24.77%-2.8pp | 24.88%-2.9pp | 561.29%-539.3pp |
| Employer contribution / active EE | $2,123 | $4,212-49.6% | $3,868-45.1% | $4,660-54.4% |
| Participant deferral / active EE | $17,333 | $5,619+208.5% | $5,057+242.7% | $6,688+159.2% |
| Admin fee / account holder | $5 | $9,750-99.9% | $8,355-99.9% | $13,397-100.0% |