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 | $273,160 | $214,378+27.4% | $200,582+36.2% | $142,382+91.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.20% | 46.41%-32.2pp | 42.33%-28.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $4,555 | $6,841-33.4% | $6,419-29.0% | $4,299+5.9% |
| Participant deferral / active EE | $5,432 | $9,865-44.9% | $9,331-41.8% | $6,507-16.5% |
| Admin fee / account holder | $269 | $17,692-98.5% | $16,305-98.3% | $12,624-97.9% |