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 9-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 | $291,190 | $99,079+193.9% | $77,999+273.3% | $273,961+6.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.55% | 217.93%-215.4pp | 425.96%-423.4pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,476 | $3,308-55.4% | $2,470-40.3% | $4,869-69.7% |
| Participant deferral / active EE | $1,305 | $4,306-69.7% | $3,497-62.7% | $5,287-75.3% |
| Admin fee / account holder | $296 | $8,954-96.7% | $5,480-94.6% | $10,132-97.1% |