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 | $258,118 | $100,773+156.1% | $88,946+190.2% | $142,382+81.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.96% | 70.18%-55.2pp | 57.82%-42.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,694 | $2,918-7.7% | $2,555+5.4% | $4,299-37.3% |
| Participant deferral / active EE | $4,720 | $5,230-9.8% | $4,581+3.0% | $6,507-27.5% |
| Admin fee / account holder | $104 | $9,693-98.9% | $8,261-98.7% | $12,624-99.2% |