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 | $251,100 | $135,952+84.7% | $123,892+102.7% | $273,961-8.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.66% | 56.63%-51.0pp | 47.52%-41.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $5,725 | $5,170+10.7% | $4,617+24.0% | $4,869+17.6% |
| Participant deferral / active EE | $15,600 | $6,343+146.0% | $5,984+160.7% | $5,287+195.1% |
| Admin fee / account holder | $46 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |