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 | $312,060 | $131,829+136.7% | $108,579+187.4% | $273,961+13.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.92% | -91.57%+102.5pp | -51.70%+62.6pp | 41.45%-30.5pp |
| Employer contribution / active EE | $4,659 | $4,912-5.2% | $3,758+24.0% | $4,869-4.3% |
| Participant deferral / active EE | $11,004 | $5,127+114.6% | $4,311+155.3% | $5,287+108.1% |
| Admin fee / account holder | $198 | $10,252-98.1% | $7,645-97.4% | $10,132-98.0% |