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 | $313,126 | $127,777+145.1% | $106,548+193.9% | $167,490+87.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 18.22% | 33.87%-15.7pp | 26.80%-8.6pp | 478.56%-460.3pp |
| Employer contribution / active EE | $4,020 | $3,427+17.3% | $2,819+42.6% | $4,837-16.9% |
| Participant deferral / active EE | $10,738 | $5,087+111.1% | $4,398+144.1% | $6,341+69.3% |
| Admin fee / account holder | $30 | $11,228-99.7% | $7,407-99.6% | $12,309-99.8% |