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 | $253,783 | $162,781+55.9% | $133,956+89.5% | $158,922+59.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.47% | 41.94%-28.5pp | 45.09%-31.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $4,913 | $4,975-1.3% | $3,919+25.4% | $4,761+3.2% |
| Participant deferral / active EE | $10,589 | $5,911+79.1% | $5,048+109.8% | $5,982+77.0% |
| Admin fee / account holder | $45 | $11,736-99.6% | $8,927-99.5% | $11,246-99.6% |