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 | $313,199 | $109,327+186.5% | $89,391+250.4% | $158,922+97.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.54% | 345.68%-323.1pp | 245.62%-223.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,081 | $3,170-65.9% | $2,586-58.2% | $4,761-77.3% |
| Participant deferral / active EE | $4,333 | $4,598-5.8% | $3,890+11.4% | $5,982-27.6% |
| Admin fee / account holder | $257 | $6,153-95.8% | $4,881-94.7% | $11,246-97.7% |