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 | $281,235 | $214,378+31.2% | $200,582+40.2% | $142,382+97.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.32% | 46.41%-23.1pp | 42.33%-19.0pp | 217.08%-193.8pp |
| Employer contribution / active EE | $8,955 | $6,841+30.9% | $6,419+39.5% | $4,299+108.3% |
| Participant deferral / active EE | $19,573 | $9,865+98.4% | $9,331+109.8% | $6,507+200.8% |
| Admin fee / account holder | $125 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |