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 | $300,918 | $106,584+182.3% | $101,326+197.0% | $142,382+111.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 18.41% | 36.93%-18.5pp | 36.82%-18.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $7,408 | $3,956+87.3% | $3,665+102.1% | $4,299+72.3% |
| Participant deferral / active EE | $9,906 | $8,297+19.4% | $7,994+23.9% | $6,507+52.2% |
| Admin fee / account holder | $17 | $11,446-99.9% | $11,185-99.8% | $12,624-99.9% |