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 | $268,707 | $96,635+178.1% | $86,612+210.2% | $139,434+92.7% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 16.10% | 106.41%-90.3pp | 591.07%-575.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,425 | $3,263+5.0% | $3,022+13.3% | $4,751-27.9% |
| Participant deferral / active EE | $8,453 | $4,836+74.8% | $4,438+90.5% | $6,710+26.0% |
| Admin fee / account holder | $3 | $6,408-100.0% | $5,614-99.9% | $11,403-100.0% |