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 | $282,118 | $108,172+160.8% | $77,482+264.1% | $158,922+77.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 23.31% | 31.67%-8.4pp | 54.79%-31.5pp | 302.83%-279.5pp |
| Employer contribution / active EE | $5,203 | $1,325+292.8% | $986+427.5% | $4,761+9.3% |
| Participant deferral / active EE | $2,889 | $2,456+17.6% | $1,861+55.2% | $5,982-51.7% |
| Admin fee / account holder | $5 | $3,708-99.9% | $2,858-99.8% | $11,246-100.0% |