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 | $268,599 | $135,952+97.6% | $123,892+116.8% | $273,961-2.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.44% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $5,303 | $5,170+2.6% | $4,617+14.9% | $4,869+8.9% |
| Participant deferral / active EE | $20,750 | $6,343+227.1% | $5,984+246.7% | $5,287+292.5% |
| Admin fee / account holder | $113 | $9,817-98.9% | $8,357-98.7% | $10,132-98.9% |