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 4-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 | $353,945 | $100,773+251.2% | $88,946+297.9% | $142,382+148.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.83% | 70.18%-53.4pp | 57.82%-41.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,000 | $2,918-31.5% | $2,555-21.7% | $4,299-53.5% |
| Participant deferral / active EE | $0 | $5,230-100.0% | $4,581-100.0% | $6,507-100.0% |
| Admin fee / account holder | $88 | $9,693-99.1% | $8,261-98.9% | $12,624-99.3% |