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 | $407,377 | $162,781+150.3% | $133,956+204.1% | $158,922+156.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 17.00% | 41.94%-24.9pp | 45.09%-28.1pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,918 | $4,975-41.4% | $3,919-25.5% | $4,761-38.7% |
| Participant deferral / active EE | $8,748 | $5,911+48.0% | $5,048+73.3% | $5,982+46.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |