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 | $301,079 | $209,336+43.8% | $197,124+52.7% | $137,256+119.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 28.66% | 48.09%-19.4pp | 44.34%-15.7pp | 220.34%-191.7pp |
| Employer contribution / active EE | $4,297 | $6,591-34.8% | $6,227-31.0% | $4,156+3.4% |
| Participant deferral / active EE | $15,978 | $9,614+66.2% | $9,135+74.9% | $6,407+149.4% |
| Admin fee / account holder | $156 | $17,308-99.1% | $16,298-99.0% | $12,270-98.7% |