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 | $364,347 | $69,207+426.5% | $64,056+468.8% | $139,434+161.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.36% | 45.88%-26.5pp | 33.69%-14.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $5,161 | $3,182+62.2% | $2,747+87.9% | $4,751+8.6% |
| Participant deferral / active EE | $5,950 | $4,682+27.1% | $3,880+53.3% | $6,710-11.3% |
| Admin fee / account holder | $17 | $4,244-99.6% | $3,068-99.5% | $11,403-99.9% |