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 | $254,690 | $177,572+43.4% | $154,803+64.5% | $142,382+78.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 18.33% | 65.07%-46.7pp | 58.88%-40.6pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,073 | $4,810+5.5% | $4,305+17.8% | $4,299+18.0% |
| Participant deferral / active EE | $6,360 | $6,272+1.4% | $5,540+14.8% | $6,507-2.3% |
| Admin fee / account holder | $72 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |