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 | $262,204 | $85,004+208.5% | $76,284+243.7% | $145,959+79.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 18.67% | 13.11%+5.6pp | 13.77%+4.9pp | 561.95%-543.3pp |
| Employer contribution / active EE | $5,623 | $5,265+6.8% | $4,585+22.6% | $4,661+20.6% |
| Participant deferral / active EE | $2,934 | $6,390-54.1% | $5,478-46.4% | $6,689-56.1% |
| Admin fee / account holder | $20 | $5,760-99.7% | $5,131-99.6% | $13,398-99.9% |