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 | $260,751 | $135,952+91.8% | $123,892+110.5% | $273,961-4.8% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 6.86% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $9,615 | $5,170+86.0% | $4,617+108.3% | $4,869+97.5% |
| Participant deferral / active EE | $12,221 | $6,343+92.7% | $5,984+104.2% | $5,287+131.2% |
| Admin fee / account holder | $125 | $9,817-98.7% | $8,357-98.5% | $10,132-98.8% |