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 | $283,957 | $162,781+74.4% | $133,956+112.0% | $158,922+78.7% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 31.19% | 41.94%-10.8pp | 45.09%-13.9pp | 302.83%-271.6pp |
| Employer contribution / active EE | $1,613 | $4,975-67.6% | $3,919-58.8% | $4,761-66.1% |
| Participant deferral / active EE | $5,880 | $5,911-0.5% | $5,048+16.5% | $5,982-1.7% |
| Admin fee / account holder | $3 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |