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 | $322,846 | $197,591+63.4% | $177,821+81.6% | $158,922+103.1% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 32.67% | 58.76%-26.1pp | 48.32%-15.6pp | 302.83%-270.2pp |
| Employer contribution / active EE | $6,786 | $6,697+1.3% | $5,918+14.7% | $4,761+42.5% |
| Participant deferral / active EE | $9,301 | $8,405+10.7% | $7,714+20.6% | $5,982+55.5% |
| Admin fee / account holder | $31 | $15,399-99.8% | $12,427-99.8% | $11,246-99.7% |