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 | $316,220 | $71,829+340.2% | $69,780+353.2% | $142,382+122.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 17.20% | 31.01%-13.8pp | 26.31%-9.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,857 | $4,385+33.6% | $4,168+40.5% | $4,299+36.2% |
| Participant deferral / active EE | $3,055 | $6,819-55.2% | $6,164-50.4% | $6,507-53.1% |
| Admin fee / account holder | $20 | $7,818-99.7% | $7,285-99.7% | $12,624-99.8% |