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 | $279,393 | $214,378+30.3% | $200,582+39.3% | $142,382+96.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.22% | 46.41%-33.2pp | 42.33%-29.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,577 | $6,841-62.3% | $6,419-59.9% | $4,299-40.1% |
| Participant deferral / active EE | $9,601 | $9,865-2.7% | $9,331+2.9% | $6,507+47.5% |
| Admin fee / account holder | $122 | $17,692-99.3% | $16,305-99.3% | $12,624-99.0% |