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 | $305,483 | $109,817+178.2% | $98,442+210.3% | $167,490+82.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 17.53% | 1956.69%-1939.2pp | 1492.73%-1475.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,196 | $3,224-31.9% | $2,960-25.8% | $4,837-54.6% |
| Participant deferral / active EE | $7,267 | $4,673+55.5% | $4,276+69.9% | $6,341+14.6% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |