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 | $271,473 | $159,602+70.1% | $150,045+80.9% | $142,382+90.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.34% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,770 | $4,961-24.0% | $4,693-19.7% | $4,299-12.3% |
| Participant deferral / active EE | $11,846 | $8,310+42.5% | $7,997+48.1% | $6,507+82.0% |
| Admin fee / account holder | $58 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |