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 | $329,451 | $154,228+113.6% | $145,433+126.5% | $137,256+140.0% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 15.87% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,856 | $4,804-40.6% | $4,554-37.3% | $4,156-31.3% |
| Participant deferral / active EE | $7,156 | $8,216-12.9% | $7,897-9.4% | $6,407+11.7% |
| Admin fee / account holder | $269 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |