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 | $252,487 | $127,386+98.2% | $115,037+119.5% | $125,391+101.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.14% | 31.28%-29.1pp | 26.14%-24.0pp | 282.22%-280.1pp |
| Employer contribution / active EE | $2,290 | $5,166-55.7% | $4,608-50.3% | $4,866-52.9% |
| Participant deferral / active EE | $2,173 | $6,423-66.2% | $6,026-63.9% | $5,352-59.4% |
| Admin fee / account holder | $38 | $9,516-99.6% | $8,175-99.5% | $9,540-99.6% |