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 | $255,090 | $157,256+62.2% | $141,162+80.7% | $152,861+66.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.09% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,591 | $5,261-31.7% | $4,735-24.2% | $4,762-24.6% |
| Participant deferral / active EE | $9,463 | $7,109+33.1% | $6,709+41.0% | $5,850+61.8% |
| Admin fee / account holder | $230 | $12,120-98.1% | $10,261-97.8% | $11,596-98.0% |