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 | $252,832 | $177,572+42.4% | $154,803+63.3% | $142,382+77.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 17.42% | 65.07%-47.6pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,561 | $4,810-46.8% | $4,305-40.5% | $4,299-40.4% |
| Participant deferral / active EE | $5,578 | $6,272-11.1% | $5,540+0.7% | $6,507-14.3% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |