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 6-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 | $266,150 | $154,117+72.7% | $129,995+104.7% | $139,434+90.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.18% | 32.48%-18.3pp | -137.18%+151.4pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,675 | $5,289-49.4% | $4,320-38.1% | $4,751-43.7% |
| Participant deferral / active EE | $2,675 | $6,710-60.1% | $5,820-54.0% | $6,710-60.1% |
| Admin fee / account holder | $60 | $14,007-99.6% | $10,614-99.4% | $11,403-99.5% |