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 | $252,975 | $214,378+18.0% | $200,582+26.1% | $142,382+77.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.93% | 46.41%-32.5pp | 42.33%-28.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,456 | $6,841-64.1% | $6,419-61.7% | $4,299-42.9% |
| Participant deferral / active EE | $15,768 | $9,865+59.8% | $9,331+69.0% | $6,507+142.3% |
| Admin fee / account holder | $162 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |