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 | $270,472 | $135,952+98.9% | $123,892+118.3% | $273,961-1.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.81% | 56.63%-45.8pp | 47.52%-36.7pp | 41.45%-30.6pp |
| Employer contribution / active EE | $4,728 | $5,170-8.5% | $4,617+2.4% | $4,869-2.9% |
| Participant deferral / active EE | $9,042 | $6,343+42.6% | $5,984+51.1% | $5,287+71.0% |
| Admin fee / account holder | $226 | $9,817-97.7% | $8,357-97.3% | $10,132-97.8% |