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 | $257,497 | $109,817+134.5% | $98,442+161.6% | $167,490+53.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 10.07% | 1956.69%-1946.6pp | 1492.73%-1482.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,715 | $3,224-46.8% | $2,960-42.0% | $4,837-64.5% |
| Participant deferral / active EE | $5,107 | $4,673+9.3% | $4,276+19.4% | $6,341-19.5% |
| Admin fee / account holder | $287 | $6,753-95.7% | $5,949-95.2% | $12,309-97.7% |